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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 | 2025-02-18 |
| PA | RA | APPROVED | 2016-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2016 | 06/2020 |
| Grossman, Yanak And Ford | Pittsburgh | PA | 10/2016 | 05/2017 |
| Equitable Advisors, Llc | New York | NY | 03/2016 | Present |
1. Accountant, CPA license, doing a couple taxes a year, 5 hours/month, not allowd to cross sell. 2. Board Member I & A Residential Services, Indiana PA, Since 8/1/2018, 1 hr/month.3. Adjunct Professor, La Roche College, Pennsylvania PA, since 8/30/18, 24 hrs/month. 4. Elder/Board Member, Indiana Alliance Church, Indiana PA, since 1/31/2024, 12 hrs/month. 5. Church Crisis Committee in Indiana County - Board Member Non-Investment - Indiana, PA - 05/2024 - 4hrs/mth. 6. POA parent. 7. Jean Shields Realty - Member non-investment - Indiana, PA - 01/2025 - 2hrs/mth. 8. Outside insurance appointment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-15 |
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