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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2005-06-01 |
Branch Locations
2 Bala Plaza Suite 300, Bala Cynwyd, PA 19004 • United States
Lancaster, PA • United States
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 |
1) OUTSIDE INSURANCE BROKERAGE BUSINESS 2) DAVID HIBSHMAN CPA - TAX PLANNING AND PREPARATION, ACCOUNT SERVICES - OWNER, TAX PREPARATION AND COMPILATION SERVICES - 1985, MONTHLY HOURS VARY. 3) DBA - FINANCIAL HEALTH GROUP 4) FINANCIAL HEALTH GORUP, INC., CONTROLLING SHAREHOLDER OF 100%, SINCE 10/1996. 5) Landlord, 632 Fountain Ave Lancaster PA , since 11/1/2021, 3 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-25 |
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