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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 | 2019-09-17 |
| VA | RA | APPROVED | 2005-06-22 |
Branch Locations
2408 Electric Rd 2Nd Floor, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2005 | Present |
SMSD, LLC, 4502 STARKEY RD., SUITE 1000, ROANOKE, VA 24018, PARTNER, EQUAL PARTNER TO FACILITATE THE RECORD KEEPING AND FUNCTIONING OF THE DBA, BLUE RIDGE FINANCIAL PARTNERS, WHICH HAS BEEN APPROVED FOR USE BY Equitable, 05/2011, 5 HRS PER MONTH; DBA Blue Ridge Financial Partners; Southeastern Baptist Theological Seminary, Trustee on Board of Trustees, Stealey Hall - Main Administration Building, 100 N Wingate St, Wake Forest, NC 27587, Start Date: 7/1/2026, 3 HRS PER MO, Not Investment Related; Goldenrod Properties LLC, Managing Partner- Oversee the LLC and Members,121 Goldenrod Place Lynchburg, VA 24502, Start Date: 5/1/2026, 2 HRS PER MO, Not investment related; Legacy Freedom Properties LLC, Member of a LLC, Managing Partner - Working with other members to ensure real estate acquisitions are timely, profitable, and all docs are in order, 459 Scarlet Dr Daleville, VA 24083, Start Date: 7/1/2026, 2 HRS PER MO, Not Insurance/Investment related;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-20 |
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