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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-11 |
| VA | RA | APPROVED | 2017-02-16 |
Branch Locations
3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Reston | VA | 05/2010 | 11/2016 |
| Axa Equitable | Falls Church | VA | 11/2016 | 06/2020 |
| Axa Advisors Llc | New York | NY | 02/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2016 | Present |
| Equitable Advisors, Llc | New York | NY | 02/2017 | Present |
1)TRESC CONSULTING SERVICES, INC. 4777 TINLEY ROAD HEPHZIBAH, GA 30815, DUTIES: PROVIDE SUPPORT AS SECRETARY FOR THE BOARD OF DIRECTORS AND PROVIDE LOW LEVEL ADMINISTRATIVE SUPPORT AS NEEDED FOR SPOUSE'S BUSINESS. . START DATE: 9/9/24, 12 HRS PER MO, NOT INVESTMENT RELATED; 2) PRE-COLLEGE UNIVERSITY, INC. 14501 HOLSHIRE WAY, HAYMARKET, VA 20169, VOLUNTEER AS AN INSTRUCTOR OF FINANCIAL UNDERSTANDING BY USING THE FDIC MONEY SMART MODULES (POWER POINT PRESENTATIONS), START DATE: 4/1/2025, 4 HRS PER MO;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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