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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-24 |
Branch Locations
507 Plum Street Suite 200, Syracuse, NY 13204 • United States
Syracuse, Ny, NY • United States
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 |
|---|---|---|---|---|
| Office Of Development Telefund | Oswego | NY | 05/2014 | 05/2017 |
| Unemployed | Oswego | NY | 05/2017 | 11/2017 |
| State University At Oswego | Oswego | NY | 08/2013 | 05/2017 |
| Axa Advisors | New York | NY | 11/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2017 | Present |
1. SUNY Oswego Gold Leadership Council, Council Member, Oswego, NY, Since 10/2018. 2. MMW Merch LLC, Owner, Wholesale approval for purchase, Syracuse, NY, 5 Hrs per month, $8000 comp. Since 05/2022. 3. Onondaga Community College Foundation Board, Board Member, 3 hrs per month, Since 10/2022. 4. Board Member Oswego College Foundation-7060 NY 104, Oswego, NY 13126. Start date: 10/01/2023. 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-16 |
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