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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 | 2005-07-08 |
| MD | RA | APPROVED | 2000-02-08 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
Glenelg, MD • 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 | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1) CASH SOLICITOR, CORNERSTONE ADVISORY LLP 1E FRANKLIN ST STE 300 BALTIMORE MD 21202, DUTIES: CASH SOLICITOR/ PARTICIPATE IN QUARTERLY CLIENT REVIEWS, START DATE: 2/1/10, 5 HRS PER MO, $45000 YEARLY COMP; 2) NOTARY, NOTARY PUBLIC IN THE STATE OF MARYLAND, HOWARD COUNTY, DUTIES: UNPAID NOTARY USED ONLY WITH ASSISTING OUR PRODUCER GROUP DOCUMENTATION, START DATE: 5/25/06, 1 HR PER MO, NO COMP; 3) POWER OF ATTORNEY FOR SPOUSE, 14806 MERIWETHER R GLENELG MD 21737, DUTIES: DURABLE ATTORNEY FOR SPOUSE, START DATE: 1/1/10, 0 HRS PER MO, NO COMP; 4) GBS, GENERAL AGENCY, DOA: 1/1/05, HEALTH, $200 YEARLY COMP; 5) SStaley@WealthBridgeFP.com; 6) russell.staley@wealthbridgefp.com; 7) rstevenstaley.com;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-18 |
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