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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-07-15 |
| IL | RA | APPROVED | 2000-01-10 |
Branch Locations
West Chicago, IL • United States
135 E. Algonquin Road Suite C, Arlington Heights, IL 60005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
OUTSIDE INSURANCE BROKERAGE. BDL, LLC, MEMBER, LLC IS USED TO PAY OFFICE RENT, OPERATING EXPENSES, PAYROLL AND RELATED EXPENSES, 01.2005. TRUSTEE OF OWN TRUST, 07.2023. SUCCESSOR TRUSTEE OF WIFE'S TRUST, 07.2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-22 |
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