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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 | 2025-02-27 |
| MI | RA | APPROVED | 2014-10-06 |
Branch Locations
801 Joe Mann Blvd. Suite P, Midland, MI 48642 • United States
304 East Broadway Suite 200, Mount Pleasant, MI 48858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York City | NY | 08/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2014 | Present |
ISABELLA COUNTY SPORTSMAN'S CLUB, FEBRUARY 2021, TREASURER, 15 HRS PER MONTH. FIDELIS WEALTH STRATEGIES LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-30 |
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