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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| NY | RA | APPROVED | 2023-12-08 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Network, Llc | New York | NY | 10/2023 | Present |
| Equitable | Clifton Park | NY | 08/2020 | Present |
| Ann Inc. | Clifton Park | NY | 01/2020 | 08/2020 |
| Ann Inc. | Lakewood | CO | 08/2016 | 01/2020 |
I am currently listed as the Successor Executor on several estates. This is a future role as no one that I am appointed to be the executor for has passed away. I was appointed to be the Successor Co-Executor for the estates of both my mother and father on 11/15/2017. I was appointed to be the Successor Executor for the estates of for both my Uncle and Aunt on 8/16/2018. I was also appointed to be the Successor Power of Attorney for both my Uncle and Aunt on 8/16/2018. Again, this is a future role as I am listed as Successor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-01 |
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