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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 | 2017-08-18 |
| PA | RA | APPROVED | 2008-11-24 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2008 | Present |
| Financial Planning Partners Llc | Bala Cynwyd | PA | 05/2022 | Present |
1) DBA Integrated Financial Strategies, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
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