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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-26 |
| PA | RA | APPROVED | 2002-08-19 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Karr Barth Financial Planning, Inc. | Bala Cynwyd | PA | 06/2012 | 05/2022 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1) ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA FOR SPOUSE, 2) USING ANTHONY.VILLARI@KBAPCG.COM TO CONDUCT EQUITABLE BUSINESS, KBAPCG.COM;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-15 |
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