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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 | 2015-10-07 |
| PA | RA | APPROVED | 2012-03-13 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Ambler, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | New York | NY | 08/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2011 | Present |
1) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA FOR WIFE IN THE EVENT SHE CAN'T MAKE FINANCIAL DECISIONS ON HER OWN; 2) OUTSIDE INSURANCE BROKERAGE BUSINESS; 3) MYIFSADVISOR.COM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
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