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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-09-05
PA RA APPROVED 2008-03-17
  • TX RA
    APPROVED_RES
    Since 2018-09-05
  • PA RA
    APPROVED
    Since 2008-03-17

Branch Locations

Lansdale, PA • United States

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 10/2007 06/2020
Equitable Advisors, Llc New York NY 10/2007 Present
Other Businesses

1) AGENTS FIRST / MADISON BROKERAGE CORPORATION 76 W. COURT ST PO BOX 1629 DOYLESTOWN, PA 18901, INSURANCE CONTRACT/BROKER, START DATE: 10/19/11, 1 HR PER MO, NOT INVESTMENT RELATED; 2) INDEPENDENCE FINANCIAL GROUP, LTD. 527 PLYMOUTH ROAD SUITE 403 PLYMOUTH MEETING, PA 19462, INSURANCE CONTRACT/BROKER, START DATE: 4/17/13, 1 HR PER MO, NOT INVESTED RELATED; 3) MEISER WEALTH MANAGEMENT 1 BELMONT AVE BALA CYNWYD, PA 19004, OWNER, START DATE: 6/14/21, 1 HR PER MO, BANK ACCT, SIGNATOR, NOT INVESTMENT RELATED; 4) OUTSIDE INSURANCE BROKAGE BUSINESS; 5) JMEISER@EBFGWEALTHADVISORS.COM;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-28
  • S66 Uniform Combined State Law Examination
    2008-02-28

View on SEC IAPD

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