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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-17 |
| FL | RA | APPROVED | 2012-08-08 |
Branch Locations
9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Miami | FL | 07/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2012 | Present |
INSURANCE SALES THROUGH VARIOUS FIXED CARRIERS. - EQUITABLE AGENTS REINSURANCE CO., 1290 AVE OF THE AMERICAS, 15 FLOOR, NY, NY 10104, SHAREHOLDER SINCE 12/2019, APPROX 1 HR. MO. - DBA: PRIVATE CLIENT GROUP- PRIVATE CLIENT GROUP INTEGRATED SOLUTIONS LLC, 8240 NW TERR 52, SUITE 409, MIAMI FL 33166, P&C INSURNCE SALES, SALES ASSOCIATE COMPENSATION , PROMOTE PROPERTY & CASUALTY INSTURANCE AS PART OF COMPRESENSIVE AND HOLISTIC FINANCIAL PLANNING. 04/01/2019, 1 HR/MO. -CORAL GABLES CHAMBER OF COMMERCE 201 ALHAMBRA CIRCLE, SUITE 100 CORAL GABLES, FL 3313, BOARD OF DIRECTORS MEMBER, 09/01/2018. ATTEND BOARD MEETINGS ONCE A MONTH. 2 HRS/MO, NON INVERSTMENT RELATED. -ROTARY CLUB OF SOUTH MIAMI P.O. BOX 430953 SOUTH MIAMI, FL 33243, BOARD MEMBER AND CLUB TREASURER, 07/02/2019, ATTEND TO MONTHLY BOARD MEETINGS TO APPROVE STRATEGIES AND BUDGETING MANAGE CLUB BANK ACCOUNTS AS CLUB TREASURER. DISCUSS AT BOARD LEVEL DECISIONS ON HOW TO CREATE A POSITIVE IMPACT IN THE COMMUNITY, 2HRS/MO. NON INVESTMENT RELATED.- FLORIDA LAWYERS NETWORK, DORAL CHAPTER, MEMBER, MEMBERSHIP BASED ORGANIZATION SIMILAR TO A CHAMBER OF COMMERCE, BUT FOR ATTONEYS AND RLATED PROFESSIONALS SUCH AS CPAs, FINANCIAL ADVISORS, INSURANCE BROKERS AMONG OTHERS. MAIN MEETINS ARE MONTHLY. 04/10/2018 2 HRS/MO, DORAL BAR ASSOCIATION, MEMBER, YEARLY MEMBERSHIP. DOES NOT BELONG TO THE BOARD, JUST A REGULAR MEMBER. MEET ONCE OR TWICE A QUARTER. 08/02/2024 1 HR/MO. ASHAR GROUP, 1551 SNDSPUR ROAD, SUITE 150, MAITLAND, FL 32751, NO POSITION OR TITLE, INTRODUCE CLIENTS THAT CAN'T AFFORD PREMIUM PAYMENT TO THEIR UL/GUL/TERM POLICIES TO THE ASHAR GROUP AS AN OPTON TO BENEFIT FROM SELLING THE POLICY FOR CASH. 04/01/2026. 1HR/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-22 |
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