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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Sherman Oaks | CA | 05/2016 | 11/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | West Hollywood | CA | 12/2016 | 11/2017 |
| Unemployed | Petaluma | CA | 11/2017 | 03/2018 |
| Axa-Advisors, Llc | New York | NY | 03/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2018 | Present |
1. LB Fabrication and Services. 2720 Aiello Drive STE A San Jose, California 95111; Operations; Start Date 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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