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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-06
FL RA APPROVED 2022-11-01
  • TX RA
    APPROVED
    Since 2023-02-06
  • FL RA
    APPROVED
    Since 2022-11-01

Branch Locations

Lake Worth, FL • United States

2255 Glades Road Suite 412E, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Best Buy Westbury NY 06/2014 11/2016
Axa Advisors, Llc New York NY 10/2016 06/2020
Equitable Advisors, Llc New York NY 10/2016 Present
  • 06/2014 → 11/2016
    Best Buy
    Westbury, NY
  • 10/2016 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2016 → Present
    New York, NY
Other Businesses

Crownstone Wealth Partners LLC 395 North Service Rd, STE 206 Melville, NY 11747. Managing Member, LLC used to run payroll to pay administrative assistant. 03/14/2022, 5HRS/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-27
S63 Uniform Securities Agent State Law Examination 2017-04-23
  • S65 Uniform Investment Adviser Law Examination
    2022-10-27
  • S63 Uniform Securities Agent State Law Examination
    2017-04-23

View on SEC IAPD

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