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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-29 |
Branch Locations
1967 Highway 34 Building C, Suite 201, Wall, NJ 07719 • 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 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
12/30/2020, Bay Head Township Council, Bay Head, NJ, elected to the Council 11/03/2020 for a 3-year term, 5 hrs/month, $1600 annual comp; 5/1/2023, Sacred Heart Church, Bay Head, NJ 08742, Member since 2017, Parish Finance Council, prepare parish annual budget, review income and expenditures semi-annually, provide periodic reports to parishioners, approve financial statements, assist Parish Pastoral Council committee, assist in the Bishop's Annual Appeal, 2 hrs/month, $0 comp; 03/05/2024-present, Regular Republican Organization of Bay Head - Treasurer,2 year term File annual registration paperwork with State of NJ Attend 2 meetings per year Log in membership applications and checks(15.00 annual fee per) Approx 50 members and deposit said dues into bank, 2 hrs/month $0 comp;Outside Insurance Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-17 |
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