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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
Lewiston, 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 |
|---|---|---|---|---|
| Unemployed | Amherst | NY | 01/2018 | 03/2018 |
| First Source Advantage, Llc | Amherst | NY | 12/2016 | 01/2018 |
| United States Army | Fort Hood | TX | 07/2011 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 03/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2018 | Present |
1) Realty Benefit Services - Sales Associate DBA - Cherry Hill, NJ - 10/2020 - 40hrs/mth. 2) Dergalis Associates, LLC - Sales Associate DBA - Cherry Hill, NJ - 10/2020 - 40hrs/mth. 4) Non-Equitable Various Outside insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-06 |
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