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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 | 2014-01-22 |
| PA | RA | APPROVED | 2002-08-22 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Schwenksville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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)ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA FOR MOTHER-IN-LAW (NOT IN EFFECT BUT FOR FUTURE NEEDS), EXECUTOR FOR MOTHER/STEPFATHER WHEN THEY PASS; POA WHEN IT MAY BE NEEDED IF MIL IS INCAPACITATED, I AM NAMED AS THE POA, BUT NOT NOW; 2) OUTSIDE BUSINESS ACTIVITIES, KISTLER TIFFANY BENEFITS, AETNA; 3) USING DKERCHNER@EBFGWEALTHADVISORS.COM & DKERCHNER@EBFGWEALTHADVISORS.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-09 |
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