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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| PA | RA | APPROVED | 2002-08-19 |
Branch Locations
1 disclosure category 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 | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
1) Foundation Planning Group, LLC 722 Penn Ave, West Reading PA 19611, Member of a Limited Liability Company, Non-Investment related, Sole member, Duties: The LLC owns the building that my office is in. It also has an apartment upstairs that is rented. I pay rent to the LLC and the LLC pays the mortgage and taxes and insurance, Start date: 09/20/2022, 1 hour/month; 2) Apartment rental for my LLC, Foundation Planning Group, Landlord, Non-Investment related, Duties: I rent the above apartment for my LLC at 722 Penn Ave, West Reading PA 19611. I also pay rent for my office to the LLC. The apartment is currently rented at $865 a month and the office I rent for $2000. There is a mortgage of $1650 a month paid by the LLC to Victory Bank, Start date: 09/20/2022, 1 hour/month, I provide any capital needed for upkeep and maintenance, Not investment related;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-08 |
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