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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 | 2020-04-13 |
| NJ | RA | APPROVED | 2011-01-06 |
Branch Locations
1967 Highway 34 Building C, Suite 201, Wall, NJ 07719 • 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 | 09/2010 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2010 | Present |
11/2021 - Present, ASH Brokerage, Healthcare Insurance thru Medicare, 5000 annual compensation; 12/16/19-Principal Life Insurance Co, joint agreement with Marc Jacobson for all Coldwell Banker employees, disability insurance, $5000 annual comp; 12/16/19-The Standard Insurance Co, joint agreement with Marc Jacobson for all Coldwell Banker employees, disability insurance, $5000 annual comp; 12/16/19-Mutual of Omaha, joint agreement with Marc Jacobson for all Coldwell Banker employees, long term care insurance, $5000 annual comp; 04/10/2023, Unum, Disability, Health, Long Term Care, $1000 annual comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-29 |
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