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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-03-09 |
Branch Locations
2200 Douglas Blvd. Suite 100-B, Roseville, CA 95661 • United States
6120 Hellyer Avenue Suite 100, San Jose, CA 95138 • 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 | 03/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2006 | Present |
1)Administrator or Executor of an estate or trustee of a trust for a non-family or family member; Full power of attorney; not investment-related business; Start Date 10-10-2015 2)Officer (Pres., VP, Secretary, Treasurer) - Bishop as of 08-08-2021 The Church of Jesus Christ of Latter-day Saints 150 Bernal Rd San Jose, CA 95119. Ecclesiastical leader
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-16 |
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