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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 | 2023-11-10 |
| PR | RA | APPROVED | 2020-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Ny | NY | 10/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2015 | Present |
1) Outside Insurance Brokerage Business: 2) Consultant: Business Operation Consultant of LLC. Provide to clients a security within my expertise in the business operations initiatives across various industries to evaluate needed actions to develop and implement improvements strategies in line with the business objective. 80 hours per month. Non-investment related. 3) Independent Insurance Agent, 151 Calle Federico Costas Suite #5 San Juan, PR 00918, Market and sell Aflac supplemental insurance products (e.g., accident, disability, life, and critical illness coverage) to individuals and businesses. Educate clients on policy options and benefits to help them choose appropriate coverage. Develop and maintain client relationships through prospecting, presentations, and ongoing service. Ensure compliance with Aflac's policies, state insurance regulations, and ethical standards.02/02/2026, 10HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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