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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 | 2025-02-27 |
| MD | RA | APPROVED | 2022-07-11 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Timonium | MD | 06/2015 | 12/2021 |
| New York Life Insurance Company | Timonium | MD | 06/2015 | 12/2021 |
| Equitable Advisors | New York | NY | 12/2021 | Present |
1) P&C INSURANCE: SALES, ERIE INSURANCE, AMERICAN INSURANCE 2309 BELAIR RD SUITE D FALLSTON MD 21047, 1099 EMPLOYEE, DUTIES: SELL P AND C AND LIFE POLICIES, START DATE: 6/1/15, 10 HRS PER MO; 2) DAVID.WHITE@PHOENIXPRIVATEWEALTH.COM;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-07 |
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