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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-06-06 |
| CT | RA | APPROVED | 2011-03-14 |
Branch Locations
1266 East Main Street 6Th Floor, Stamford, CT 06902 • United States
Weatogue, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2008 | 06/2020 |
| Cmg Financial Planning Ltd. | Pearl River | NY | 03/2010 | Present |
| Equitable Advisors, Llc | New York | NY | 05/2008 | Present |
1) High School Football Officiate; Board Member/Treasurer, Central Connecticut Association High School Football; 2) DBA - Periscope Wealth Partners; 3) Name: Catholic Charities Archdioces of Hartford, Role: Finance Committee, Address: 134 Farmington Avenue, Hartford CT 06105 Start Date: 9/1/2026 Hours: 0 Insurance/Investment: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
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