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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-20 |
| NJ | RA | APPROVED | 2005-12-19 |
Branch Locations
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 | 09/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2005 | Present |
01/2017 - Present, Insperity (Large Group Health Insurance company), Term Life, Disability, Health, Dental, Vision; $10,000-$25,000 annual comp; Various other outside insurance business03/2017 to present - Helm Financial Group, President, Marlboro, NJ,; start date 03/13/2027; 0 Hours per month, 04/2018 to present, Ashar Group, Broker, 10 hours per month, $0 annual compN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-16 |
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