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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 | 2025-05-28 |
| FL | RA | APPROVED | 2005-06-01 |
Branch Locations
2255 Glades Road Suite 412E, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
INSURANCE SALES THROUGH VARIOUS FIXED COMPANIES. - CONSULTANT, HOURLY CONSULTING UNRELATED TO FINANCIAL PLANNING OR SALES OF FINANCIAL PRODUCTS, SOLE PROPRIETORSHIP, 5 HRS. MO.- 241 SUFFOLK F, BOCA RATON, FL. 33434, OWNER, LANDLORD, APPROX 1 HR. MO 1/01/2019. - DIVORCE FINANCIAL NEUTRAL, SOLE PROPRIETOR, CONSULTANT, PROVIDING NON-FINANCIAL PLANNING SERVICES TO CLIENTS FOR HOURLY FEE. 10 HR. MO. - CO-TRUSTEE ON PARENTS TRUST. - ATTORNEY OVER DOMESTIC PARTNER'S FINANCIAL MATTERS FOR ESTATE PLANNING PURPOSES - DATED 03/15/2019. - POA ON DAUGHTER'S BROKERAGE ACCOUNT SINCE 3/17/2022.- SOUTH PALM BEACH COUNTY COLLABORATIVE LAW GROUP, INC. 1001 W Yamato Road SUITE 405 BOCA RATON, FL 33431, GROUP MEMBER, ATTEND MEETINGS OF CHOICE, 2/01/2014, 1HR/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-20 |
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