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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-20 |
Branch Locations
1 New Hartford Shopping Center, New Hartford, NY 13413 • 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 Equitable | Syracuse | NY | 04/2018 | 06/2020 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 06/2020 |
| Symmetry Financial Group | Ashville | NC | 01/2017 | 04/2018 |
| National Income Life Indurance | Syracuse | NY | 07/2015 | 12/2016 |
| Equitable | Syracuse | NY | 04/2018 | 08/2024 |
| Equitable Advisors, Llc | New York | NY | 04/2018 | 08/2024 |
| Keybank | Fayetteville | NY | 09/2024 | Present |
| Key Investment Services Llc | Brooklyn | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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