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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-21 |
| PA | RA | APPROVED | 2021-06-15 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Overbrook Golf Club | Villanova | PA | 04/2012 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | Present |
1) REALTY BENEFIT SERVICES 210 LAKE DRIVE EAST, SUITE 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, DUTIES: SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFITS SERVICES COLLECTS THE ADMINISTRATION FEE, START DATE: 6/5/23, 10 HRS PER MO; 2) DERGALIS ASSOCIATES LLC 210 LAKE DRIVE EAST, SUITE 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, DUTIES: SALES OF GROUP AND INDIVIDUAL ANCILLARY PRODUCTS, START DATE: 6/5/23, 10 HRS PER MO; 3) HTTPS://KARR-BARTHASSOCIATES.COM/;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-02 |
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