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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 | 2019-01-23 |
| IL | RA | APPROVED | 2000-01-24 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
Wheaton, IL • 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 |
DBA, OPTIMAL PLANNING PARTNERS, INC. TREMARQ PARTNERS, FAMILY LIMITED PARTNERSHIP, INVOLVED IN REAL ESTATE ACQUISTION AND MANAGEMENT, GENERAL PARTNER, START 01.1996, 9 HRS PER MO, 1,000 PER MO COMP. MAKE-A-WISH FOUNDATION, SOCIAL SERVICES ORGANIZATION, VOLUNTEER TO GRANT WISHES TO TERMINALLY ILL CHILDREN, 01.2011, 2 HRS PER MO. VAN BUREN LLC, ESTABLISHED TO HOLD TITLE TO INVESTMENT REAL ESTATE WHICH IS MANAGED BY TREMARQ PARTNERS, PRESIDENT, ADMINSTRATIVE DUTIES, START 08.2008. OUTSIDE INSURANCE BROKERAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-05 |
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