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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 | 2021-04-05 |
| NC | RA | APPROVED | 2018-01-03 |
Branch Locations
11325 North Community House Rd Suite 450, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2015 | Present |
NATIONAL ASSOCIATION OF HEALTH SERVICES EXECUTIVES, 1308 19TH STREET NW, SUITE 400, WASHINGTON DC,20036, TREASURER -VOLUNTEER, MONTHLY DOCUMENTATION OF NORTH CAROLINA CHAPTER SPENDING PROVIDING UPDATED SPREAD SHEETS TO CORPORATE. KEEPING TRACK OF BUDGET. 12/22/2025, 15HRS/MO; Echelon Enterprises, LLC, President & CEO, Holding company for 1099 income and revenue sources, 12/22/2025, 20HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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