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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 | 2022-02-15 |
| NJ | RA | APPROVED | 2020-02-10 |
Branch Locations
90 Woodbridge Center Drive 7Th Floor, Woodbridge, NJ 07095 • United States
Somerset, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2017 | 06/2020 |
| Rich Planning Group | Woodbridge | NJ | 08/2015 | 07/2019 |
| Equitable Advisors, Llc | New York | NY | 07/2017 | Present |
Madison Travel, 253 Martine Way, Lakewood, NJ 08701, outside agent, process travel bookings, 5 hrs/month, $3000 annual comp; JAD CESE INC 10 Daisy Drive Somerset NJ 08873, Shareholder, Entity Established for tax purposes and expense recording, 1/HR MONTH $10000 ANNUAL COMP; Landlord/Owner, 432 S Laurel Ave Hazlet NJ 07734, Manages property and collects rent, Starting 09/01/2026, 2 HRS PER MO, Self-funded project through personal cash and bank loans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-27 |
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