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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 | 2020-02-05 |
Branch Locations
331 Indian Trail Suite 101-M, Harker Heights, TX 76548 • United States
Killeen, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Temecula | CA | 05/2011 | 11/2019 |
| Primerica Financial Services | Temecula | CA | 05/2011 | 11/2019 |
| Axa Advisors, Llc | New York | NY | 11/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2019 | Present |
1. VICTORY 08 INVESTMENT LLC; 12626 HIGH BLUFF DRIVE, SUITE 150, SAN DIEGO, CA 92130; LIMITED MEMBER; START 10/14/2016; 0 HOURS/MONTH. 2. T & H HOLDINGS TRUST; 9117 VALENCIA ST, SPRING VALLEY, CA 91977; TRUSTEE; START 5/12/2021; 0 HOURS/MONTH. 3. JEFFERSON STREET APARTMENTS LLC; 2780 SOUTH JONES BLVD, #200-3346; LAS VEGAS, NV 89146; TRUSTEE; START 6/30/2021; 0 HOURS/MONTH. 4. RENTAL PROPERTY; 4936 FLAMINGO RD, FORT WORTH, TX 76119; OWNER; START 7/10/2023; 10 HOURS/MONTH. 5. RENTAL PROPERTY; 1314 LAVEN DR, SAN ANTONIO, TX 78228; OWNER; START 8/25/2023; APPROX 10 HOURS/MONTH. 6. IPROS INSURANCE MARKETING PROFESSIONALS; 101 N ORANGE AVE D, WEST COVINA,CA 91790; 1099 SALES REP; START 3/1/2024; 10 HOURS/MONTH. 7. KILLEEN HEIGHTS ROTARY CLUB; PO BOX 2638, HARKER HEIGHTS, TX 76548; SERGENT AT ARMS BOARD MEMBER; START 7/20/2026; 10 HOURS/MONTH. 8. TAX LIENS RESEARCH; 109 W ORION DR, KILLEEN, TX 76542; SOLE PROPRIETOR; START 6/2/2025; APPROX 10 HOURS/MONTH. 9. OUTSIDE INSURANCE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-21 |
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