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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-04-26 |
Branch Locations
6840 Carothers Parkway Suite 100, Franklin, TN 37067 • United States
Nolensville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2014 | Present |
REALTY BENEFIT SERVICES. 1111 MARLKRESS ROAD, CHERRY HILL, NJ 08003. NO Equitable CLIENTS ARE INVESTED IN THIS ENTITY. POSITION: SALES ASSOCIATE. DESCRIPTION OF ROLE: SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFIT SERVICES COLLECTS THE ADMINISTRATIVE FEE. START DATE 11/16/2023. 32 HOURS/PER MONTH. DERGALIS ASSOCIATES, LLC. 1111 MARKLKRESS ROAD SUITE 102 CHERRY HILL, NJ 08003 POSITION: SALES ASSOCIATE. DESCRIPTION OF ROLE: SALE OF GROUP AND INDIVIDUAL HEALTH AND ANCILLARY PRODUCTS. START DATE 11/16/2023. 5 HOURS/MONTH. SHORT TERM RENTAL PROPERTY, 27 PONTOON PL. WINCHESTER, TN 37398, OWNER/PARTNER - OWN PROPERTY ALONG WITH WIFE TOGETHER EQUALLY, 10/11/2022, 10 HOURS PER MONTH, NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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