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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 | 2023-10-12 |
| PA | RA | APPROVED | 2023-03-24 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| New York Life Insurance Co | Berwyn | PA | 12/2010 | 05/2021 |
| Nylife Securities Llc | Berwyn | PA | 12/2010 | 05/2021 |
| The Prudential Insurance Company Of America | Chalfont | PA | 05/2021 | 01/2022 |
| Pruco Securities Llc | Chalfont | PA | 05/2021 | 01/2022 |
| Equitable Advisors Llc | New York | NY | 01/2022 | Present |
(1) Symphony in C, Collingswood, NJ, Board Member, 2 hrs./mo. during non-securities trading hours, start date: 11/15/2021. (2) Outside insurance brokerage business(3) DBA Firstrust Financial Resources(4) Camden, NJ planning board as a Board member. (5) Rowan University Finance Advisory Board, Rowan University 201 Mullica Hill Road, Glassboro, NJ 08028, Chairperson, 1 hour per month, Start date 10/12/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-20 |
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