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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-18 |
Branch Locations
225 Water Street Suite 1235, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deerwood Country Club | Jacksoville | FL | 05/2017 | 04/2021 |
| Equis Financial | Asheville | NC | 05/2021 | 12/2022 |
| Florida State College Jacksonville | Jacksonville | FL | 05/2014 | 05/2017 |
| Equis Financial | Asheville | NC | 01/2023 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2023 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 06/2023 | 07/2025 |
| Unemployed | Jacksonville | FL | 08/2025 | 04/2026 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
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