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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 | 2023-10-08 |
| NC | RA | APPROVED | 2017-01-10 |
Branch Locations
3100 Smoketree Court Suite 1000, Raleigh, NC 27604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2015 | Present |
1. POA for father's estate; 2. Rotunda Builders, 7682 Cotton St Harrisburg, NC 28075, Registered Agent since 10/21/2016, 0 HRS/MO, $0 annually. 3. Oakbridge Financial Group, LLC Owner/Managing Member, 2801 Stone Rock Dr Unit 101 Raleigh, NC 27604, 200 hr/mo, $0 annually. DBA: Oakbridge Financial Group; 4. Outside Insurance, Corinth Holders High School, Basketball Coach, Coaching the basketball team, Address: 6875 Applewhite Rd, Wendell, NC 27591 Start Date: 7/8/2026, Hours: 25 /MO, not Insurance/Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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