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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 | 2020-08-03 |
| PA | RA | APPROVED | 2017-10-06 |
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 |
|---|---|---|---|---|
| Lincoln Financial | Radnor | PA | 06/2010 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 08/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2017 | Present |
1) JEWISH FEDERATION PHILADELPHIA 2100 ARCH ST PHILADELPHIA PA 19103, START DATE: 9/1/09, 4 HRS PER MO; 2) PENNSYLVANIA EDUCATION PARTNERSHIP 1 LLC 45 E. CITY AVE #452 BALA CYNWYD, PA 19004, MEMBER, START DATE:10/21/25, 0 HRS PER MO; 3) OUTSIDE INSURANCE BROKERAGE BUSINESS; 4) USING JALEXANDER@EBFGWEALTHADVISORS.COM;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
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