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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 | 2023-01-30 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2006 | Present |
1) Guardian Disability - Agent Non-Investment - 03/2013 - 1hr/mth. 2) Independent Agent Outside Fixed Insurance. 3) Precision Private Wealth, LLC - Member/Partner DBA - Wellesley, MA - 01/2025 - 160hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-22 |
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