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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-28 |
Branch Locations
12377 Merit Drive Suite 1500, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | Present |
| Event Experts | Dallas | TX | 05/2022 | 05/2025 |
| Sweet Basil | Vail | CO | 12/2021 | 01/2022 |
| Sweet Basil | Vail | CO | 05/2021 | 08/2021 |
| Bart And Yeti's | Vail | CO | 05/2020 | 08/2020 |
| Olivellas | Dallas | TX | 09/2019 | 12/2019 |
| Southern Methodist University | Dallas | TX | 08/2019 | 05/2023 |
| Bart And Yeti's | Vail | CO | 05/2018 | 08/2019 |
| Vail Mountain School | Vail | CO | 08/2012 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-14 |
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