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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-29 |
| SC | RA | APPROVED | 2019-09-27 |
Branch Locations
420 E. Park Ave Suite 301, Greenville, SC 29601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2016 | Present |
BNI CHAPTER MEMBER- FINANCIAL ADVISOR SEAT, REFERRAL NETWORKING GROUP. PROVIDING AND RECEIVING REFERRALS FROM OTHER MEMBERS - 10/07/2025, 8HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-03 |
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