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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-12-17 |
| CO | RA | APPROVED | 2025-12-17 |
| FL | RA | APPROVED | 2025-12-17 |
| MI | RA | APPROVED | 2025-12-17 |
| NV | RA | APPROVED | 2025-12-17 |
| OK | RA | APPROVED | 2025-12-17 |
| NC | RA | APPROVED | 2025-09-19 |
| LA | RA | APPROVED | 2024-09-17 |
| GA | RA | APPROVED | 2023-08-04 |
| IL | RA | APPROVED | 2022-09-20 |
| MO | RA | APPROVED | 2022-07-05 |
| NM | RA | APPROVED | 2022-01-21 |
| TX | RA | APPROVED | 2021-05-27 |
Branch Locations
12377 Merit Drive Suite 1500, Dallas, TX 75251 • United States
Grand Prairie, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discount Tire Co | Dallas | TX | 05/2014 | 08/2017 |
| Plucker's Wing Bar | Dfw | TX | 05/2017 | 08/2017 |
| University Of Arkansas | Fayetteville | AR | 09/2016 | 05/2018 |
| Unemployed | Mckinney | TX | 05/2018 | 07/2018 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2018 | Present |
REALTY BENEFIT SERVICES, WASHINGTON CROSSING, PA, SALES OF TAX ACCOUNT PROGRAM, DERGALIS ASSOCIATES, CHERRY HILL, NJ, SALES OF GROUP ANCILLARY PRODUCTS"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-20 |
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