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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-04 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| ND | RA | APPROVED | 2025-01-01 |
| AL | RA | APPROVED | 2024-11-01 |
| ID | RA | APPROVED | 2024-09-27 |
| VA | RA | APPROVED | 2024-02-09 |
| OH | RA | APPROVED | 2023-03-10 |
| GA | RA | APPROVED | 2022-08-01 |
| KS | RA | APPROVED | 2022-06-29 |
| NM | RA | APPROVED | 2022-06-16 |
| LA | RA | APPROVED | 2022-03-25 |
| TX | RA | APPROVED_RES | 2022-01-05 |
| WA | RA | APPROVED | 2019-02-21 |
| AZ | RA | APPROVED | 2017-09-28 |
Branch Locations
780 Johnson Ferry Road Suite 600, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paramount Energy | Riverbank | CA | 03/2013 | 10/2017 |
| Axa Advisors, Llc | New York | NY | 05/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2017 | Present |
The Desert Reef House LLC 5532 N. Granite Reef Rd. Scottsdale, AZ 85250, Owner of rented property, collect rent from Airbnb on property, 06/02/2025, 0 HRS/MO; Williamsburg neighborhood HOA, Williamsburg Community, Board Member, attend monthly board meeting and help make decisions on how to maintain common spaces for neighborhood community, 10/23/2025, 1HR/MO. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
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