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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2005 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2005 | Present |
VARIOUS OUTSIDE INSURANCE BROKERAGE ACTIVITY; REALTY BENEFIT SERVICES - 1087 MOUNT EYRE ROAD, WASHINGTON CROSSING, PA 18977- SALES ASSOCIATE - SALE OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFIT SERVICES COLLECT THE ADMINISTRATIVE FEE, 08/21/2015, 5 HOURS PER MONTH, NON INVESTMENT REALTED DEGALIS ASSOCIATES, LLC; 9 E. STOW RD., SUITE A, MARLTON, NJ 08053, SALES ASSOCIATE, SALES OF GROUP AND INDIVIDUAL HEALTH AND ANCILIARY PRODUCTS, 08/21/2015, 10 HOURS PER MONTH, NON-INVESTMENT REALATED. DAYSPRING BAPTIST CHURCH, 2200 CODY ROAD, MOBILE, AL 36695, FINANCE TEAM MEMBER, MEMBER, FOR 2 MONTHS OF THE YEAR, APPROVE ALL CHECKS WRITTEN, EXAMINE RECORDS TO DISCOVER ANY TRENDS OR POSSIBLE ISSUES, MAKE BUDGET AT YEAR END AFTER MEETING WITH DIFFERENT DEPARTMENTS, MEET FOR ANY LARGE EXPENDITURES TO MAKE SURE FAIR BID PROCESS AS WELL AS DETERMINE WHICH LARGE PURCHASES NEED TO BE PLANNED FOR AND WHAT LIABILITIES TO PREPARE FOR. 8/01/2024, 2HRS/MO, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-04 |
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