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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 | 2024-02-05 |
| NY | RA | APPROVED | 2022-05-27 |
Branch Locations
395 North Service Road Suite 206, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Limitless Group | Woodbury | NY | 12/2014 | 06/2017 |
| Henry Schein | Woodbury | NY | 06/2017 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 05/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2018 | Present |
outside insurance; TMRW Benefits, outside insurance sales; started 02/23/2024; BenAdvance, gen agency, health insurance sales, 20hrs per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-21 |
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