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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-04-03 |
Branch Locations
10608 Watterson Center Court Suite 200, Louisville, KY 40299 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optum | Jeffersonville | IN | 11/2015 | 06/2017 |
| Axa Advisors, Llc | New York | NY | 04/2016 | 06/2017 |
| Valic Financial Advisors, Inc. | Carmel | IN | 06/2017 | 01/2023 |
| Aig | Houston | TX | 12/2022 | 01/2023 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2023 | 04/2024 |
| Equitable Advisors, Llc | New York | NY | 04/2024 | Present |
1. Independent Agent - Outside Fixed Insurance Sales.2. Staton Real Estate Properties LLP. Owner, Renting homes to tenants. Start date: November 2019. 1 hour, 1 hour/month 3. Ace Investment Corp. Owner of S Corp. created for Staton Rental Properties. Start date: May 2023. 1 hour/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-26 |
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