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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 | 2016-01-08 |
| MD | RA | APPROVED | 2009-10-27 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
Marriottsville, MD • 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 | 10/2009 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2009 | Present |
1)ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), CO-TRUSTEE ON AN ADVISORY ACCOUNT WITH HIS SPOUSE; 2) USING DAVID.BAKER@PHOENIXPRIVATEWEALTH.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
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