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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
694 Baldwin Avenue Suite 2, Defuniak Springs, FL 32435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/1999 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/1999 | Present |
(1) VARIOUS OUTSIDE INSURANCE BROKERAGE ACTIVITY. (2) STEADFAST EMPLOYEE BENEFITS, GROUP BENNEFITS BUSINESS - 93 DORI LN, DEFUNIAK SPRINGS, FL 32433- OWNER- MARKET GROUP BUSINESS - 04/23/2010- 50 HOURS PER MONTH - INVESTMENT RELATED.(3) trustee for Aunts trust. NCO approved.(4) WALTON ACADEMY BOARD, 389 DORSEY AVENUE, DEFUNIAK SPRINGS, FL 32435, VOLUNTEER BOARD MEMBER, I DO NOT CURRENTLY HAVE ANY CLIENT RELEATIONSHIP WITH THIS SCHOOL AS AN ENTITY, NOR ANY OF THE INDIVIDUALS IN POSITIONS OF AUTHORITY,- PROVIDE OVERSIGHT AS IT UPHOLDS THE SCHOOL'S MISSION AND VISION. BOARD MEMBERS MEET QUARTERLY TO APPROVE FINANCIALS, CONTRACTS AND HUMAN RESOURCES DECISIONS. 1/15/2022, 2 HOURS PER MONTH, NON INVESTMENT RELATED. (5) DEFUNIAK SPRINGS KIWANIS CLUB, DEFUNIAK SPRINGS, FL 32435, 2 YEAR BOARD MEMBER, CLUB ADMINISTRATION, 10/01/2023, 2HRS/MO. NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
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