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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 | 2024-12-13 |
| NJ | RA | APPROVED | 2008-05-14 |
Branch Locations
210 Lake Drive East Suite 310, Cherry Hill, NJ 08002 • 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 | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1)MEDFORD SUNRISE ROTARY, PO BOX 1235 MEDFORD NJ 08055, OFFICER (PRES., VP, SECRETARY, TREASURER), PAST PRESIDENT, START DATE: 8/3/20, DUTIES: GET SPEAKER FOR OUR WEEKLY MEETINGS, 10 HRS PER MO, BANK ACCOUNT, NOT A SIGNATOR, NOT INVESTMENT RELATED; 2) HUNTING PARK FINANCIAL PARTNERS LLC, 210 LAKE DRIVE EAST SUITE 310 CHERRY HILL NJ 08002, MEMBER, START DATE: 2/3/22, DUTIES: COLLECT MONEY FROM OTHER MEMBERS TO BE USED TO PAY, RENT, UTILITIES, AND BUSINESS EXPENSES FOR OAK FINANCIAL PARTNERS LLC, 5 HRS BER MO, BANK ACCOUNT, SIGNATOR, NOT INVESTMENT RELATED; 3) 09/17/2025, Donnelly Brothers Financial LLC, 210 Lake Drive East, STE 310, Cherry Hill, NJ, 08002, set up a business bank account to pay secretary, 40 hour per month, zero comp 4) OUTSIDE INSURANCE BUSINESS ACTIVITY, HIGHLAND CAPITAL BROKERAGE, EMERSON REID, AETNA, AFLAC, HUNTING PARK FINANCIAL PARTNERS LLC,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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