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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 | 2026-07-01 |
| PA | RA | APPROVED | 2016-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfg Advisors | Haverford | PA | 01/2015 | 09/2016 |
| Uber | Glenolden | PA | 08/2016 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 09/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2016 | Present |
1) DBA Firstrust Financial Resources 2) Wyndmoor Hose Company #1, Volunteer Firefighter, 1043 E Willow Grove Ave, Wyndmoor, PA 19038, Respond to local emergencies, Start Date: 10/1/2016, 15 HRS PER MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-09 |
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