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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-10 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 04/2015 | 03/2026 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
| Gregory Wilson | Bala Cynwyd | PA | 04/2026 | Present |
-Registered Assistant for Gregory Wilson, Equitable Advisors Bala Cynwyd, PA Start 03/2026;Portfolio Strategies Team, LLC d/b/a Franklin Group Financial Services, Employee/ Chief Operating Officer, Oversee team operations, staffing, and business expenses, 1 Belmont Avenue, Suite 1000, Bala Cynwyd, PA 19004, Start Date: 4/6/2026, 160 HRS PER MO, Insurance/Investment related; AWH Financial LLC, Chief Operating Officer, Oversee team operations, staffing, and business expenses, 1 Belmont Avenue, Suite 1000 Bala Cynwyd, PA 19004, Start Date: 4/6/2026, 2 HRS PER MO; PST ADVISORS, LLC, Chief Operating Officer, Oversee team operations, staffing, and business expenses, 1 Belmont Avenue, Suite 1000 Bala Cynwyd, PA 19004, Start Date: 4/6/2026, 8 HRS PER MO;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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