Brett William Holberg

Current Employers

Employment History

• 04/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 04/2016 → 03/2023
  Equitable Advisors, Llc
  New York, NY
• 03/2023 → 11/2024
  Pruco Securities, Llc
  Pittsford, NY
• 03/2023 → Present
  The Prudential Insurance Company Of America
  Pittsford, NY
• 11/2024 → Present
  Lpl Enterprise, Llc
  Rochester, NY

Previous Registrations

• 2023-03-06 → 2024-11-14
  Pruco Securities, Llc.
  Pittsford, NY
  Syracuse, NY
  Rochester, NY
• 2016-06-16 → 2023-03-07
  Equitable Advisors, Llc
  Rochester, NY
  Rochester, NY
  Rochester, NY

Other Businesses

1) 11/13/2024- Ritter Insurance Marketing- Non-Variable Insurance- I have received training and credentialing to market medicare advantage plans.- INV Related- At Rochester, NY- Start date 11/11/2024- 3 HRS MTH- 0 HRS During Trading 2) 02/19/2025- Wealthbridge Advisors LLC- Business Entity For Tax/Investment Purposes Only- This entity is not intended for revenue it is for the payment of our mutual assistant and office expenses.- not inv.related- Rochester, NY- start date 10/01/2023- 1hr/mnth-0hrs during trading 3) 02/19/2025- Rochester Street Historic District Advisory Board- Non-Profit Board/Committee Member.- not inv. related - at Scottsville, NY- start date 09/01/2023- 1hrs/mnth-0hrs during trading 4) 02/19/2025- Tree of Hope Foundation Incorporated- Non-Profit Board/Committee Member- I am treasurer, have control of bank accounts for the non-profit. Will not be providing investment advice for the board.- not inv. related- at Rochester, NY- start date 04/01/2024-5hrs/mnth-0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-04-25

Other Names

• Brett Holberg
• Brett William Holberg