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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 | 2026-08-12 |
| FL | RA | APPROVED | 2015-12-28 |
Branch Locations
9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 03/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2007 | Present |
INSURANCE SALES THROUGH VARIOUS CARRIERS. - PRIVATE CLIENT GROUP INTEGRATED SOLUTIONS, LLC, 8240 NW 52 TER, STE 408, MIAMI FL 33166, MARKETING, P&C INSURANCE SALES SINCE 10/21/13, 5 HRS MO. - SOUTH FLORIDA BENEFITS GROUP, LLC, PARTNER, 880 JERONICO DRIVE, CORAL GABLES, FL. 33146, ASSIST IN HEALTH INSURANCE SALES, 04/22/2021, APPROX 1 HR. MO. - DBA: PRIVATE CLIENT GROUP - LIFE SETTLEMENT BROKER, 9130 DADELAND BLVD, SUITE 1400, MIAMI, FL 33156, AGENT, PARTICIPATION IN LIFE SETTLEMENT TRANSACTIONS, 04/08/2025, 1HR/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-04 |
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