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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 | 2013-07-16 |
| VA | RA | APPROVED | 2007-09-20 |
Branch Locations
3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2007 | 06/2020 |
| Town Hall | Washington | DC | 04/2005 | Present |
| Equitable Advisors, Llc | New York | NY | 06/2007 | Present |
1) OWNER, REAL ESTATE INVESTMENT PROPERTY, DUTIES: GENERAL MAINTENANCE AND UPKEEP. INTERVIEWING AND MANAGING THE APPLICATION PROCESS OF POTENTIAL TENANTS, START DATE: 10/1/20; 2) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA AND EXECUTOR OF HER ESTATE FOR MOTHER; 3) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA AND EXECUTOR OF HER ESTATE FOR AUNT,SUSAN WILLIAMS; 4) OUTSIDE INSURANCE BROKERAGE BUSINESS; 5) HSHIELDS@ASCENDPLANNING.COM, WWW.ASCENDPLANNING.COM;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-19 |
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