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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kea Properties, Llc | Akron | OH | 02/2017 | 07/2025 |
| Student | Akron | OH | 01/2007 | 01/2025 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2018 | Present |
White Tree Financial Holdings, LLC - Owner Non-Investment - Canton, OH - 07/2025 - 1hr/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
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