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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
101 State Farm Place Suite 103, Malta, NY 12020 • United States
Ballston Spa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hola La, Llc | Framington | MA | 07/2005 | 04/2019 |
| Axa Advisors Llc | New York | NY | 08/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2015 | Present |
1. Realty Benefit Services, Sales Associate, Washington Crossing PA, since 1/23/2017, 40 hrs/month. 2. Dergalis Associates LLC, cherry Hill NJ, Sales Associate, Since 1/23/2017, 40 hrs/month. 3. TTEE for parents trusts. 4. Director/Board Member, Captain Community Human Services Clifton Park NY, since 4/12/24, 8 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-25 |
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