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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
| TN | RA | APPROVED | 2025-09-09 |
Branch Locations
6840 Carothers Parkway Suite 100, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Mobility | Nashville | TN | 07/2023 | 09/2025 |
| Student | Glen Ellyn | IL | 07/2015 | 07/2016 |
| Young Men's Christian Association | Glen Ellyn | IL | 07/2016 | 08/2019 |
| Student | Tucson | AZ | 08/2019 | 06/2022 |
| Enterprise | Tucson | AZ | 06/2022 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
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