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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 | 2025-03-12 |
| OH | RA | APPROVED | 2005-02-10 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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 | 10/2004 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2004 | Present |
1) Student Loan Gurus LLC - Member and VP - Houston TX - 12/2021 - 20 hrs/mth. 2) 4 Fisherman LLC - Member - Cleveland Heights, OH - 11/2021 - 2 hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-10 |
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