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Maxwell Perry Blitz

Equitable Advisors, LLC

Williamsville, NY

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-09
NY RA APPROVED 2024-06-04
  • TX RA
    APPROVED
    Since 2024-08-09
  • NY RA
    APPROVED
    Since 2024-06-04

Branch Locations

350 Essjay Road Suite 300, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 06/2020 Present
Suny Fredonia Fredonia NY 08/2016 05/2020
Axa Advisors, Llc Williamsville NY 06/2019 08/2019
  • 06/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2016 → 05/2020
    Suny Fredonia
    Fredonia, NY
  • 06/2019 → 08/2019
    Axa Advisors, Llc
    Williamsville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-01
S63 Uniform Securities Agent State Law Examination 2020-09-25
  • S65 Uniform Investment Adviser Law Examination
    2024-06-01
  • S63 Uniform Securities Agent State Law Examination
    2020-09-25

View on SEC IAPD

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