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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-08
  • NY RA
    APPROVED
    Since 2024-04-08

Branch Locations

Liverpool, NY • United States

507 Plum Street Suite 200, Syracuse, NY 13204 • 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
Cxtec Syracuse NY 06/2015 09/2017
Axa Advisors New York NY 09/2017 06/2020
Equitable Advisors, Llc New York NY 09/2017 Present
  • 06/2015 → 09/2017
    Cxtec
    Syracuse, NY
  • 09/2017 → 06/2020
    Axa Advisors
    New York, NY
  • 09/2017 → Present
    New York, NY
Other Businesses

Outside Insurance Brokerage Activity Power of attorney of parents' Will. Director (member of Board of Directors) for Liverpool Turkey Trot, Inc. 4344 Loveland Dr Liverpool NY 13090. Start date: 08/08/2023. 10 hours/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
S63 Uniform Securities Agent State Law Examination 2017-07-22
  • S66 Uniform Combined State Law Examination
    2023-12-16
  • S63 Uniform Securities Agent State Law Examination
    2017-07-22

View on SEC IAPD

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