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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2012-07-24 |
Branch Locations
4801 Gaillardia Pkwy 2Nd Floor, Suite 202, Oklahoma City, OK 73142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York City | NY | 07/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2012 | Present |
1. WEALTH PRESERVATION STRATEGIES; 812 CLENEAGLES DRIVE, EDMOND, OK 73013; PRESIDENT - 90% OWNER; START DATE 4/6/2015; APPROXIMATELY 10 HOURS PER MONTH. 2. MUTUAL OF OMAHA; 2601 NW EXPRESSWAY, STE 900 W, OKLAHOMA CITY, OK 73112; P&C INSURANCE SALES; START DATE 8/1/2012; APPROXIMATELY 5 HOURS PER MONTH. 3. STOCKTON & ASSOCIATES 13924 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134; HEALTH INSURANCE SALES; START DATE 8/1/2012; APPROXIMATELY 3 HOURS PER MONTH. 4. GLENN HARRIS & ASSOCIATES; 138 QUAIL POINTE DR, OKLAHOMA CITY, OK 73134; HEALTH INSURANCE SALES; START DATE 8/1/2012; APPROXIMATELY 2 HOURS PER MONTH. 5. POA FOR MOTHER; 5/7/2025. 6. VARIOUS OUTSIDE INSURANCE AND BROKERAGE CONTRACTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-20 |
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