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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | New York | NY | 08/2016 | 05/2021 |
| Equitable Advisors, Llc | New York | NY | 04/2016 | 10/2022 |
| J.P. Morgan Securities Llc | Montgomery | TX | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Montgomery | TX | 10/2022 | Present |
| Well Lived Wealth, Llc | Houston | TX | 01/2022 | 10/2022 |
| Equitable Financial Life Ins Co | New York | NY | 08/2016 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-03 |
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