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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-03 |
| NJ | RA | APPROVED | 2002-07-30 |
Branch Locations
105 Fieldcrest Avenue Suite # 507, Edison, NJ 08837 • 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 | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
CENTRALJERSEYCOLLABERATIVE LAW GROUP, COLLABERATIVE DIVORCE-LEARNING/NETWORKING. MEMBER-MARKETING COMMITTEE SINCE 07/08 4HRS A MONTH, NO COMPENSATION CERTIFIED DIVORCE FINANCIAL ANALYST SINCE 1/1/08 AS A CDFA, I AM INVOLVED WITH DIVORCING WOMEN, PROVIDING CASH FLOW ANALYSIS, CONSEQUENCES OF SPECIFIC DISTRIBUTION SCENARIOS, RETIREMENT PLANNING, I AM EITHER HIRED DIRECTLY BY THE DIVORCING SPOUSE, OR REFERRED BY HIS/HER ATTORNEY. 150 HRS A MONTH, $20000 YEARLY COMP; Managing Partner, R.I.C.H. Planning Group LLC. 105 Fieldcrest Avenue Suite 507 Edison NJ 08837, 1 HR/MONTH $0 COMP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-16 |
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