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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-29 |
Branch Locations
400 Chisholm Place Suite 215, Plano, TX 75075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Dallas | TX | 03/2019 | 06/2020 |
| Brigham Young University | Provo | UT | 07/2012 | 04/2018 |
| Olympus Wealth Management | Cottonwood Heights | UT | 05/2017 | 01/2018 |
| Morgan Stanley | South Jordan | UT | 07/2018 | 02/2019 |
| David Downs/Axa Advisors, Llc | Dallas | TX | 07/2016 | 09/2016 |
| Unemployed | Lehi | UT | 05/2018 | 06/2018 |
| Equitable Advisors, Llc | New York | NY | 03/2019 | Present |
1. CITY HOUSE NON-PROFIT; 830 CENTRAL PKWY E #350, PLANO, TX 75074; BOARD MEMBER; START 2/10/2024; APPROX 2 HOURS/MONTH. 2. ROTARY CLUB; 5401 W PARK BLVD, PLANO, TX 75093; MEMBER; START 2/8/2024; APPROX 4 HOURS/MONTH. 3. VARIOUS OUTSIDE INSURANCE APPOINTMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-29 |
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