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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-06 |
| CT | RA | APPROVED | 2021-09-20 |
Branch Locations
1266 East Main Street 6Th Floor, Stamford, CT 06902 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | New York | NY | 03/2021 | 09/2021 |
| Wells Fargo Bank, Na | New York | NY | 02/2013 | 09/2021 |
| Equitable Advisors, Llc | New York | NY | 09/2021 | Present |
02/28/2013-present, owner, rental property, 314 Carr Meadow Drive, Ridgeland, MS 39157, 5 hrs/month, $22000 annual compensation, non-investment related; 05/22/2024, Carr Meadow LLC, Owner of an LLC formed to manage my previously disclosed rental property. It is a shell LLC for the sole purpose of conducting leasing transactions and maintenance on the home. I am the sole owner/operator, 10 hrs/month $18k comp; other outside insurance business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-25 |
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