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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 | 2017-07-10 |
| GA | RA | APPROVED | 2008-07-10 |
Branch Locations
780 Johnson Ferry Road Suite 600, Atlanta, GA 30342 • United States
2 disclosure categories 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 | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1. VARIOUS OUTSIDE INSURANCE BROKERAGE ACTIVITIES 2. YOUR WEALTH PARTNERS- APPROVED NAME FOR NON-COMPANY INSURANCE BUSINESS. 3. PARTICIPATES AND IS PART OF YOUR WEALTH PARTNERS DBA. 4. MARCUS JEWISH COMMUNITY CENTER OF ATLANTA 5342 TILLY MILL ROAD DUNWOODY, GA 30338 TRUSTEE 01/01/1985 2 HRS PER MONTH. 5. ZETA BETA TAU NATIONAL FRATERNITY FOUNDATION 3905 VINCENNES ROAD, SUITE 100, INDIANAPOLIS, IN 46268 PRESIDENT 01/2009, Board Member, 12HOURS PER MONTH. 6. NAIFA, MEMBER, JOINED AND PAY DUES BECAUSE NAFA IS BASICALLY THE POLITICAL ACTION COMMITTEE FOR THE INSURANCE INDUSTRY, THEY LOBBY SO AGENTS CAN KEEP ITS TAX ADVANTAGES AS WELL AS OTHER IMPORTANT ADVANTAGES OF THE LIFE INSUANCE INDUSTRY. 03/07/2025, 1HR/MO. 7. ATLANTA ESTATE PLANNING COUNCIL, MEMBER FOR NETWORKING AND EDUCATIONAL INFORMATION ABOUT ESTATE PLANING, 03/07/2025, 1HR/MO. 8. POA FOR WIFE, GERMAINE WEINSTEIN AND BENEFICIARY FOR WIFE, DAUGHTER, BROOK BERGER, SONS, HARRIS WEINSTEIN, AND MICHAEL WEINSTEIN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-03 |
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