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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
1105 A Corporate Drive, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 ACTIVITIES. 2) CP FINANCIAL GROUP, 2755 B CHARLES BLVD., GREENVILLE, NC 27858, PARTNER SINCE 1/01/91, SELL AND SERVICE GROUP INSURANCE, 40HR/WK 3) Sound Operations, LLC, 1105-A Corporate Drive Greenville, NC 27858, Member/Manager, manage operations, 01/01/2018, 1/hr/mo. DBA: Sound Partners 4) Sound Properties LLC 1105-A Corporate Drive Greenville, NC 27858 , rental income $10K annual, Manager, 1 hr per month, 03/29/2017. 5) Sound Benefits, LLC Sell and Service Health Insurance both Group, Individual and Medicare Role: Owner, Address: 1105-B Corporate Dr, Greenville, NC 27858 Start Date: 5/14/2026 Relationship: Owner Hours: 20/mo. Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-20 |
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