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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 | 2019-08-05 |
| VA | RA | APPROVED | 2014-04-23 |
Branch Locations
107 Amelia Street, Fredericksburg, VA 22401 • United States
7231 Forest Ave. Suite 300, Richmond, VA 23226 • 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 | 10/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2011 | Present |
1) INVESTMENT PROPERTY, 3208 PARK AVE RICHAMOND VA 23221, OWENER, DUTIES: REVIEWING FINANCIALS AND PLANNING FOR THE FUTURE, START DATE: 6/1/24, 5 HRS PER MO, NOT INVESTMENT RELATED, BANK ACCT; 2) USING joshalloway@communityfg.net TO CONDUCT EQUITABLE BUSINESS, www.communityfg.net;3)Sole proprietor of a real estate investment property, Co-Owner with my wife, Assisting with funding, planning and various tasks related to building and maintaining an real estate investment property. Merging two lots into one lot to build house that we will used for personal recreation and short-term rentals, 5137 Nicklaus Ln. Mchgahezsville, VA 22840 and 5157 Nicklaus Ln. Mchgahezsville, VA 22840, Start Date: 5/11/2026, 5 HRS PER MO, Not investment related;4) Plan Your Virginia Retirement, LLC, Member of an LLC, Content creator. Public Speaker. Creating relationships with Virginia Retirement System employers and their staff to help educate on retirement, 813 Forest Ave Henrico, VA 23229, Start Date: 4/22/2026, Co-Owner and Managing Partner, 10 HRS PER MO, Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-30 |
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