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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 | 2023-01-26 |
| FL | RA | APPROVED | 2005-06-01 |
Branch Locations
2941 West S.R. 434 #200, Longwood, FL 32779 • United States
1073 Willa Springs Dr Suite 1037, Winter Springs, FL 32708 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
J4 LEADERS, BOARD MEMBER, CHRISTIAN BUSINESS WOMENS SOCIAL GROUP, NO COMP, BEGAN 10.3.17, NOT INVESTMENT RELATED. CFL CHRISTIAN CHAMBER, GENERAL MEMBER, NETWORKING GROUP, STARTED SEPT 2020, 4 HR/MO, NO COMP, NOT INVESTMENT RELATED. AUTHOR, THE 7 L'S OF FINANCIAL PLANNING BOOK, STARTED 12/07/2020, SELLING BOOKS FOR $10 OUT OF OFFICE AND THROUGH AMAZON, 1 HR/MO. TRUSTEE OF MY OWN TRUST; PRICE ESTATES LLC, 05/01/2025, 1hr/mo, POA TRUSTEE FOR STEPFATHER,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
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