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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-01 |
| MD | RA | APPROVED | 2017-07-31 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • 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 | 03/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2014 | Present |
5/31/2019 using DBA Phoenix Private Wealth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-23 |
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