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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-10 |
| CA | RA | APPROVED | 2011-01-18 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • 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 | 02/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2008 | Present |
1. OUTSIDE FIXED BUSINESS. 2. Prosperity Generator, LLC., Owner, LLC used for business expense/tax purposes. 3. Volunteer committee member of MDRT Top of the Table Division Speaker Program and Program Development Committee. 4. Registered Member/Volunteer with American Heritage Girls. Start date: 3/23/26, Not Investment Related. 5. Co-trustee of personal family trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-09 |
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