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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-30 |
| FL | RA | APPROVED | 2021-09-09 |
Branch Locations
5337 Millenia Lakes Blvd. Suite 405, Orlando, FL 32839 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Winter Park | FL | 09/2014 | 03/2021 |
| Allstate Financial Services, Llc | Winer Park | FL | 09/2014 | 03/2021 |
| Equitable Advisros, Llc | New York | NY | 04/2021 | Present |
MENAHEM INSURANCE AGENCY INC,11447 Beau Repos Dr. ORLANDO, FL 32832, OWNER/PRESIDENT S-CORP, STARTED 08/24/2018, SET UP FOR TAX PURPOSES TO RECEIVE 1099 COMMISSIONS FROM EMPLOYER, O HR/MO, NOT INVESTMENT RELATED. TRUSTEE FOR MOTHER'S ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-26 |
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