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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-12 |
Branch Locations
6300 Canoga Avenue Suite 1600, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Glendale | CA | 06/2012 | 09/2022 |
| Unemployed | West Hills | CA | 09/2022 | 12/2023 |
| Equitable Advisors, Llc | New York | NY | 12/2023 | Present |
1. Trustee of own Revocable Trust. 2. Chefworx Instruments, Owner. Luther - build guitars and other stringed instruments by hand for family and friends. Approx. 32-40 hours per month.. Not investment-related. 3.. Arbitrator with FINRA dispute resolution services. Will need to recuse myself from any proceedings regarding Equitable Advisors, LLC and its affiliates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-27 |
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