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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 | 2015-06-17 |
| FL | RA | APPROVED | 2012-05-25 |
| NJ | RA | APPROVED | 2008-11-04 |
Branch Locations
90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • United States
182 Route 537, Colts Neck, NJ 07722 • United States
Naples, FL • 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 | 09/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2008 | Present |
08/13/2018-Present, Partner, Green Street, LLC, real estate development, 15 hrs/month, $5000 annual comp; 7/26/21 to present - Partner/Owner, Ascendancy Holdings LLC, real estate development & possible rental income, approx. 15 hours/month, $5000 annual comp; 09/10/2024 to present, Officer/Treasurer, Ardena Homeowner's Association, Verilyn Circle, Naples, FL 34110, 5 hours/month, 0 comp; Various Outside Insurance Carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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