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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 | 2025-05-17 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2050 Main Street, Suite 500, Irvine, CA 92614 • 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 | 06/2013 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2013 | Present |
1. Outside fixed business. 2. VS Benefits Pact, LLC, Owner, Health Insurance Business. 3. Rental real estate property owner. 4. Olive Crest, Orange County Committee Member. 5. ForeverChasingRabbits, S corp sole purpose of receiving revenue for healthcare benefits OBA and accounting and tax purposes. 6. Thrive Workplace Benefits, DBA for VA Benefits Pact, LLC, for marketing and branding purposes. 7. Trustee of Personal Family Trust. 8. Board Member for Association for Early Learning Leaders. Located at: 1250 S Capital of Texas Hwy Bldg. 3, Ste. #400, Austin, TX 78746. Not Investment Related. Start Date: 04/2025. 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-25 |
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