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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-25 |
| WV | RA | APPROVED | 2021-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2021 | Present |
| Truist Financial Corporation (Formerly Bb&T) | Martinsburg | WV | 04/2013 | 12/2021 |
1) Panhandle Home Health Puttin' Tournament Committee - Board Member non-investment - Martinsburg, WV - 09/2019 - 4hrs/mth. 2) Covenant Church - Basketball Coach Non-Investment - Shepherdston, WV - 01/2014 - 01/2014 - 4hrs/mth. 3) Junior League of the Eastern Panhandle - Member Non-Investment - Falling Waters, WV - 02/2022 - 2hrs/mth. 4) EPIC Soccer Club - Team Manager Non-Investment - Shepherdston, WV - 08/2025 - 2hrs/mth. 5) Covenant Church - Finance Team Member Non-Investment - Shepherdston, WV - 02/2026 - 1hr/mth. 6) Independent Agent Outside Fixed Insurance Appointment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-16 |
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