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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-29 |
Branch Locations
1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drexel University | Philadelphia | PA | 08/2013 | 06/2018 |
| Axa Advisors, Llc | New York | NY | 09/2018 | 06/2020 |
| Public Health Media | Philadelphia | PA | 09/2016 | 03/2017 |
| Equitable Advisors, Llc | New York | NY | 09/2018 | Present |
1)Administrator or executor of an estate or trustee of a trust for a non-family or family member (revised 10/10/2015), POA of my mom Jessica Krebs; 2) Administrator or executor of an estate or trustee of a trust for a non-family or family member (revised 10/10/2015), POA for my dad Bill Jimenez;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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