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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
| Ithaca College | Ithaca | NY | 08/2018 | 05/2023 |
| Ithaca College Athletics | Ithaca | NY | 01/2022 | 05/2023 |
| Life Time, Inc | Fort Washington | PA | 06/2022 | 08/2022 |
| Philadelphia Finishing, Llc | Willow Grove | PA | 06/2021 | 08/2021 |
| Erga, Inc | Fort Washington | PA | 06/2020 | 08/2020 |
| Wissahickon High School | Ambler | PA | 08/2014 | 07/2018 |
| Unemployed | Ambler | PA | 06/2023 | 06/2023 |
| Equitable | Ambler | PA | 08/2026 | Present |
1) WISSAHICKON SCHOOL DISTRICT, 601 KNIGHT RD AMBLER PA 19002, COACH, START DATE: 3/3/25, 12 HRS PER MO, NOT INVESTMENT RELATED; 2) Outside Carrier appointments - Mass Mutual, C.M. Life and Penn Mutual Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
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