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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-23 |
Branch Locations
40 Monument Rd Ste 100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2015 | Present |
1. OUTSIDE INSURANCE BROKER BUSINESS 2. DBA KARR BARTH ASSOCIATES, Klazmer Financial Group 3. Philadelphia Estate Planning Council, Board member, since 9/2016, 10hrs/mo, $0/yr 4. Golden Slipper Club and Charity Executive Board, Bala Cynwyd, PA, Executive Board Member, since 10/1/2018, 3 hrs/mo 5. participation in life settlement transactions through Equitable's approved llife settlement broker Ashar Group 6. Jewish Federation of Philadelphia NextGen At-Large Board, Phila.,PA, officer, since 1/21/2020, 2 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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