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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-06-17 |
Branch Locations
5480 Baltimore Dr. Suite 100, La Mesa, CA 91942 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2003 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2003 | Present |
1. Outside Fixed Business. 2. Trustee for Immediate Family (parents trust). 3. Employer Driven Insurance Solutions (EDIS), for health insurance. 4. Board Member, East County Chamber of Commerce, 211 S Magnolia, El Cajon, CA 92021. Not Investment Related. 5. Owner, Five2 Studios, 9570 Jiola Way, La Mesa, CA 91941. Not Investment related. 6. President/Owner, S-Corp, David Moran, CFP. Located at: 5480 Baltimore Drive, Suite 100 La Mesa, CA 91942
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-12 |
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