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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2006 | Present |
| Milestone Wealth, Llc | Williamsville | NY | 06/2023 | 12/2024 |
(1) CLB, LLC 760 Seneca St Suite 200, Buffalo, NY 14210 - Sole Member Administrative and Property management - 11/12/2018 - 10hrs/month (2) The BlackOak Group, LLC Buffalo, NY 14216 - 3/1/2009 - 20hrs/month 3. Approved to sell fixed insurance outside the Equitable Network
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-06 |
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