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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-20 |
| TX | RA | APPROVED_RES | 2021-03-22 |
Branch Locations
5337 Millenia Lakes Blvd. Suite 405, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Brea | CA | 01/2016 | 12/2016 |
| Park Avenue Securities | Brea | CA | 02/2016 | 12/2016 |
| Guardian Life Insurnace | Irvine | CA | 07/2016 | 01/2017 |
| Park Avenue Securities | Irvine | CA | 07/2016 | 01/2017 |
| Axa Advisors, Llc | New York | NY | 01/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2017 | Present |
NxtGen Advisory Group, LLC 5337 Millenia Lakes Blvd Suite 405 Orlando, FL 32839, Founder & President, Producing Manager, 09/18/2024, 40HRS/MO. Outside Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
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