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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 | 2020-08-13 |
| FL | RA | APPROVED | 2000-02-08 |
Branch Locations
9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • 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 | 02/2001 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2001 | Present |
INSURANCE SALES THROUGH VARIOUS CARRIERS. - PARTICIPATION IN LIFE SETTLEMENT TRANSACTIONS THROUGH Equitable's APPROVED LIFE SETTLEMENT BROKERS - PRIVATE CLIENT GROUP INTEGRATED SOLUTIONS, LLC. 8240 NW 52 TERR. STE 408, MIAMI, FL 33166,INTRODUCE QUALIFIED PROSPECTS; START DATE 1/15/15, APROX 2 HR MO, INSURANCE/INVESTMENT. RELATED - DBA: PRIVATE CLIENT GROUP, LLC, PARTNER/DIRECTOR; MEMBER OF A LIMITED LIABILITY COMPANY; ACCOUNT/EXPENSE PAYING ENTITY FOR PCG 09/30/2014, 10HRS/MO, INSURANCE/INVESTMENT RELATED - DOOLEY NOTED, LLC, 5731 SW 32ND ST MIAMI, FL 33155, SOLE PRINCIPAL, ENTITY CREATED TO OWN MY BOAT, 245 EDGEWARTER 2010. 08/17/2023, PRIVATE CLIENT GROUP, LLC, 9130 S. DADELAND BLVD, SUITE 1400, MIAMI, FL 33156, ACCOUNT/EXPENSE PAYING ENTITY FOR PCG, 09/30/2014., 10HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-21 |
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