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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 | 2020-06-30 |
| NC | RA | APPROVED | 2008-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2007 | Present |
1) Taylor Financial of Rocky Mount LLC, Owner, 90 Hrs Per Mn, No Comp 2) Outside Health Insurance Sales, $25-50K per year, 2) Dixon Family Holdings, LLC, Member, 1 Hr Per Month, No Comp; DBA: Taylor Financial 3) Rocky Mount Academy Board of Trustee, 1313 Avondale, Rocky Mount, NC 27804, Board Member, Attend meetings to discuss aspects of running the private school successfully, 10/16/2023, 2hrs/mo. Non-investment related. 4). North Carolina Wesleyan University Board Member, 3400 N Wesleyan Blvd Rocky Mount, NC 27804, Board of Trustees member, Attending meetings to provide oversight and governance to the local university; serving on committees to promote and further develop the university's well-being, 7/01/2025, 2HRS/MO. 5). Taylor Financial Strategies, Partner, Insurance related business including medicare supplement policies and senior vision/dental, 01/25/2025. 4HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-05 |
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