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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2017-04-11 |
| IL | RA | APPROVED | 2005-09-21 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2004 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2004 | Present |
DBA, OPTIMAL PLANNING PARTNERS, INC. OPTIMAL PLANNING PARTNERS, INC, OWNER/FOUNDER/MANAGING PARTNER, 06.2015, 4 HR/MONTH, NO COMP. OUTSIDE INSURANCE BROKERAGE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-19 |
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