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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-20 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2020 | Present |
| Chestnut Hill College | Philadelphia | PA | 08/2016 | 05/2020 |
| General Nutrition Center | Philadelphia | PA | 02/2019 | 04/2019 |
| Sandy Run Country Club | Oreland | PA | 06/2019 | 08/2019 |
| Hibbs Flooring | Philadelphia | PA | 06/2018 | 08/2018 |
| Dry Tech Waterproofing Solutions | Phoenixville | PA | 01/2019 | 01/2019 |
| City Of Philadelphia | Philadelphia | PA | 06/2017 | 08/2017 |
| The Churchville Inn | Churchville | PA | 08/2019 | 06/2020 |
| Unemployed | Philadelphia | PA | 07/2020 | 10/2020 |
1) USING CHARLIE.COYLE@EDUCATEDWEALTHSTRATEGIES.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
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