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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2021-12-16 |
| PA | RA | APPROVED | 2008-11-17 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Collegeville, PA • 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 | 10/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2008 | Present |
1) KISTLER TIFFANY BENEFITS 400 BERWYN PARK, SUITE 200 899 CASSATT ROAD BERWYN, PENNSYLVANIA 19312, AGENT, DUTIES: JOINT WORK ARRANGEMENT, GROUP & INDIVIDUAL HEALTH INSURANCE, START DATE: 2/15/12, 3 HRS PER MO; 2) RHM & IFG 625 W RIDGE PIKE BLDG C, STE 103 CONSHOHOCKEN, PA 19428, AGENT, DUTIES: FIXED INSURANCE RELATIONSHIP, START DATE: 2/15/12, 5 HRS PER MO; 3) GALLAGHER REAL ESTATE INVESTMENTS, LLC 442 S. MAIN ST. DAVIDSON, NC 28036, MEMBER, START DATE: 8/5/17, 2HRS PER MO; 4) P&C INSURANCE, SALES REP, START DATE: 6/1/15, 5 HRS PER MO; 5) MARGUERITE LANE HOLDINGS LLC, SILENT LLC MEMBER WITH NO ACTIVE OPERATIONAL ROLE, START DATE: 11/1/24, 2 HRS PER MO; 6) ASHAR GROUP, 1800 PEMBROOK DRIVE STE 240 ORLANDO FL 32810, LIFE SETTLEMENTS & POLICY VALUATIONS - ASHAR GROUP, START DATE: 10/31/24, 0 HRS PER MO; 7)OUTSIDE INSURANCE BROKERAGE; 8) USING NED@THEBAILEYGP.COM, NED.GALLAGHER@KBAPCG.COM, HTTPS://KBAPRIVATECLIENTGROUP.COM/, AND WWW.THEBAILEYGP.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-24 |
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