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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 | 2020-12-16 |
| RI | RA | APPROVED | 2011-04-19 |
Branch Locations
63 Cedar Avenue Suite 11, East Greenwich, RI 02818 • United States
140 Park Street Suite 8, Attleboro, MA 02703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2011 | Present |
09/01/2006, Joshua J. Paradis, CFP, Sole Proprietor, Insurance Producer, Life Insurance sales, typically after trading hours, 10 hrs/month, $5000 annual comp; 07/20/2015, Paradis Wealth, Inc, President, President of Subchapter S Corp, 1 hr/month, $0 comp; 03/26/2019, Steeple View Office Association, President, 63-65 Cedar Avenue, East Greenwich, RI 02818, 5 hrs/month, $0 comp; 03/26/2019, Owner, 63 Cedar Avenue, Unit 11, East Greenwich, RI 02818, owner of business condominium, rent office space within to other financial advisors. Ownership and all compensation flows through my S Corp, Paradis Wealth, Inc., 5 hrs/month, $5000 annual comp; 06/04/2018, Member of NFLPA Registered Player Financial Advisors Program, NFL Players Association, 1133 20th St NW, Washington, DC 20036, 5 hrs/month, $0 comp; DBA WEALTHBRIDGE LEGACY PARTNERS, FINANCIAL PLANNING, SALES OF INSURANCE AND INVESTMENT PRODUCTS, UTILIZING EQUITABLE'S PRODUCER GROUP PLATFORMS TO CONDUCT BUSINESS, RECRUITING SEASONED AND NEW ADVISORS TO EQUITABLE AND EMPHASIZING JOINT WORK AND SUCCESSION PLANNING. Outside fixed insurance; 09/11/2025, Owner/Managing Partner, Paradis Wealth Inc., 140 Park Street, Suite 8, Attleboro, MA 02703, office rental property, 2 hours per month, 6000 annual comp.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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