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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-26 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
Owings Mills, MD • United States
2 disclosure categories 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 | 01/2000 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2000 | Present |
APPROVED TO CONDUCT OTHER INSURANCE ACTIVITY WITH COMPANIES OUTSIDE OF EQUITABLE NETWORK. MDJ FINANCIAL SERVICES INC., FINANCIAL ADVISOR, PROVIDING FINANCIAL SERVICES, 4/2015, 160 HOURS/MO. JAMES A MCDONALD III FINANCIAL SERVICES LLC, PRESIDENT, 4/2024, 0 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-08 |
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