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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-06-24 |
Branch Locations
40 Eagle Valley Court, Broadview Heights, OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2006 | Present |
1) Lakeside Holdings, LLC - Owner Non-Investment - Broadview Hts, OH. - 08/2018 - 4hrs/mth. 2) Chagrin Valley Dental - Chief Ops Officer Non-Investment - Chagrin Falls, OH - 02/2021 - 10hrs/mth. 3) Novelty Lake Tree Farm - Owner Non-Investment - Novelty, OH - 04/2025 - 10hrs/mth. 4) Lakeside Capital Consulting LLC - Owner Non-Investment - Novelty, OH - 12/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-30 |
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