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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Auburn Hills | MI | 12/2014 | 07/2026 |
| Agia | Houston | TX | 12/2022 | 07/2026 |
| Equitable Advisors, Llc | New York | NY | 07/2026 | Present |
1. Executor of Trust for parents, start date 09/2023. 2. Shoreline East Condominium Association, Detroit MI, Board of Directors, Member at Large. Attend meetings, oversee management company, vote on condo issues, start date 9/2025. 3. 313 Capital Advisors, LLC, Grosse Pointe, MI. Owner, personal LLC for business expenses, 1 hour per month, start date 07/2026. 4. Independent Agent, outside fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
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