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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2005-06-01 |
| VA | RA | APPROVED | 2005-06-01 |
Branch Locations
3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • United States
Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Rosenzweig And Associates, Inc. | Bethesda | MD | 01/1988 | 12/2019 |
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
APPOINTED FOR OUTSIDE INSTURANCE BROKERAGE UNUM AND IMC FOR DI INS AND LTC INS EARNING LESS THAN $10000 PER YR; Administrator or executor of an estate or trustee of a trust for a family member, My wife and I are joint trusties of our living trusts, Have Power of Attorney to affect trades: My wife and I have power of attorney for each other;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-07 |
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