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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2011 | 09/2020 |
| Equitable Advisors Llc | New York | NY | 06/2021 | Present |
| Beach Body | Canyon | TX | 09/2020 | 06/2021 |
| Essential Wealth Strategies, Llc (Dba) | Frisco | TX | 06/2021 | 12/2024 |
1. Equal Parts Insurance Agency; 1717 W 6th St STE 420, Austin, TX 78703; AGENCY PARTNER - P&C INSURANCE; START 3/1/2023; APPROXIMATELY 15 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-31 |
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