Patrick Lynn Robertson

Current Employers

Employment History

• 12/2012 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2012 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

26 E. Reed Ave Alexandria, VA 22305, Non-Investment-related, nature of OBA: rental property owner, start date: 01/01/2023, 2 hours/month, Yearly Compensation: 20000 , duties relating to the OBA: My wife and I own a rental property that we have listed for short term vacation rentals. We hired a property management company, Evolve Property Management, to manage our listing, booking, and guest experience. They collect a fee from the booking then pay us our portion of each rental; Foster Thomas, Non-Investment-related, General Agency, start date: 02/01/2023, Yearly Compensation: 1000, Health products Since 1/12013 DI Broker for General Agency 100 annual. Since 1/1/14 Emerson Ried appointments to provide small group coverage (under 10 lives) that Equitable and Crump do not offer. Annual compensation will be approx. 1200 annual Planning, Inc. 7010 Little River Turnpike, Ste. 140 To act as an Independent Contractor, hired by an outside firm, Planning Inc, to present Retirement Planning Seminars/Webinars to Employees of Select Federal Government AgenciesAnnandale, VA 22003 APPOINTED WITH GIS BENEFITS, GENERAL AGENCY SINCE 1/2019 PROVIDING GROUP BENEFITS 1200 annual APPOINTED WITH DIRECT CARRIER UNUM SINCE 01/2020 FOR DENTAL VISION GROUP LIFE AND DISABILITY EARNING APPROX $200 ANNUAL 1/1/19 - UNUM Insurance carrier directly Group insurance benefits 1200 annual

Exams

• S66 Uniform Combined State Law Examination
  2013-01-26

Other Names

• Patrick Robertson