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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-03 |
| NY | RA | APPROVED | 2021-05-18 |
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2019 | 06/2020 |
| St John Fisher College | Rochester | NY | 09/2014 | 12/2016 |
| Skyway Roc | Rochester | NY | 11/2018 | 08/2019 |
| Career Start/Bar Hire | Rochester | NY | 10/2018 | 08/2019 |
| Bradfords | Rochester | NY | 08/2017 | 10/2018 |
| Unemployed | Fairport | NY | 12/2016 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 04/2019 | Present |
1) Dergalis Associates LLC - Sales Associate DBA - Cherry Hill, NJ - 05/2023 - 10hrs/mth. 2) Realty Benefit Services - Sales Associate DBA - Cherry Hill, NJ - 05/2023 - 10hrs/mth. 3) Lopes LLC - Owner Non-Investment - Rochester, NY - 05/2025 - 1hr/mth. 4) Chamber of Commerce - Member non-investment - Rochester, NY - 08/2025 - 10hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-23 |
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