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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-03-17 |
Branch Locations
32000 Northwestern Hwy Suite 200, Farmington Hills, MI 48334 • 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 | 08/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2008 | Present |
APPROVED TO CONDUCT OTHER INSURANCE ACTIVITY WITH COMPANIES OUTSIDE OF Equitable NETWORK. BRI OF MICHIGAN, INC., PROVIDES GROUP INSURANCE, MEDICAL INSURANCE SALES, POSITION OWNER AND PRESIDENT, APRIL 1988, 40 HOURS PER MO. CONSULTANT, RETIREMENT PLAN REVIEW, 5 HRS PER MONTH, FLAT RATE. VISTA MARIA, EXECUTIVE BOARD CHAIR, FEBRUARY 2014, 6 HOURS PER MONTH. OWNER/OFFICER, WEALTH STRATEGY PARTNERS, LLC, APRIL, 1988, 5 HOURS PER MONTH. MEMBER LLC, AT ASPEN, LLC, 6/1/2014, 5 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-20 |
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