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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-06 |
| CA | RA | APPROVED | 2021-07-09 |
Branch Locations
1345 Ave Of The Americas, New York, NY 10105 • United States
Hermosa Beach, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Palos Verdes | CA | 02/2002 | 04/2017 |
| Waddell & Reed, Inc. | Palos Verdes Estates | CA | 01/2009 | 07/2021 |
| Waddell & Reed | Palos Verdes Estates | CA | 01/2009 | 04/2021 |
| Equitable Advisors Llc | New York | NY | 07/2021 | Present |
| Equitable | Hermosa Beach | CA | 11/2025 | Present |
1. Rental Property Owner, Glendale, CA. 2. PIANO INSTRUCTOR, 2 HOURS/MONTH 3. AUCTIONING PERSONAL ITEMS/LIQUOR ON INTERNET AUCTION SITES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-19 |
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