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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 | 2025-11-17 |
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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 |
1) Board Member-Finance Council, Church of the Transfiguration, Pittsford NY, 5/26/2011 2 hours per month. 2) Life Settlements, Ashar Group Orlando FL started 8/15/2022. 3) POA for father. 4) Outside fixed Insurance appointments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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