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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 | 2025-09-11 |
| PA | RA | APPROVED | 2018-05-30 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
Conshohocken, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Conshohocken | PA | 05/2016 | 04/2018 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2018 | Present |
1. OWNER OF RENTAL PROPERTY AT 356 E. 6TH AVE., CONSHOCKEN PA 19428 2. International Spring Festival - Lansdale Library, Board member, since 9/1/2013, 8hrs/mo 3. DBA Schappell Financial Group 4. Asher Group, participation in life settlement transactions through Equitable's aproved life settlement broker, since 9/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-27 |
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