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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-05-11 |
Branch Locations
San Francisco, CA • United States
275 Battery Street Suite 700, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa-Advisors, Llc | New York | NY | 04/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2016 | Present |
1. Author, self-publishing book. Writing, editing and self-publishing on financial planning for young couples. We intend to mostly just distribute to our centers of influence and current clients but may make book available for sale. Start Date: 8/1/2022, 2. Contributor, Forbes.com 499 Washington Boulevard Jersey City, NJ 07310 USA, publishing compliance-approved articles on the Forbes.com website, specific to financial planning topics that are covered in my book, such as budgeting, debt management, purchasing a home, retirement planning, and education planning. Start Date 05/30/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-06 |
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