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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-01 |
Branch Locations
2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gone Fishin' | Marine Dixon | CA | 06/2018 | 09/2018 |
| University Of California Ucsb | Santa Barbara | CA | 09/2015 | 06/2019 |
| Equitable Advisors, Llc | New York | NY | 10/2020 | Present |
| Unemployed | Vacaville | CA | 07/2019 | 09/2020 |
1. Realty Benefit Services 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Associate, Sales of tax account program for which Realty Benefits Services collects the administration fee, 05/16/2022, 2. Dergalis Associates LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Assoc., Sales of group and individual ancillary products, 3/2/2023, 3. Trustee of Fathers Trust. Start Date 1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
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