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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2026 | Present |
| Clergy Planning Group | Dallas | TX | 08/2024 | Present |
| Wolfpack Baseball Club | Calabasas | CA | 10/2022 | 07/2024 |
| Kenosha Kingfish | Kenosha | WI | 06/2022 | 09/2022 |
| Rhodes College | Memphis | TN | 06/2021 | 05/2022 |
| Rhodes College | Memphis | TN | 05/2016 | 05/2021 |
| Independent Contractor | Dallas | TX | 08/2024 | Present |
Clergy Planning Group, 2093 East 11th Street, STE 200 Loveland, CO 80537, Registered Sales Assistant, August 2024 to present, 160 hours per month, investment related. Insurance Agent-Outside Fixed Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
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