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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-18 |
| TX | RA | APPROVED | 2018-06-08 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 03/2013 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2013 | Present |
1. Parish Trustee at St. Gregory the Great Roman Catholic Parish 200 St. Gregory Court Buffalo, NY 14221. Start date: 09/29/2023. 5 hours/month 2. Executor & Power of Attorney for Wife.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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