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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-11-25 |
Branch Locations
40 Eagle Valley Court, Broadview Heights, OH 44147 • United States
Hinckley, OH • 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 | 11/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2008 | Present |
1.OWNER, HOLDSWORTH REAL ESTATE, LLC, HINCKLEY, OH. APPROXIMATELY 1 HR. PER MONTH SPENT ON THIS ACTIVITY. 2. POA for mother's accounts. 3. Partner/Owner, Lakeside Holdings LLC, Broadview Hghts OH 44147, since 8/18, 4 hrs/month. 4. Various outside insurance appointments 5. Board member/officer/director at A Kid Again 9347 Ravenna Rd d, Twinsburg, OH 44087, Serve on board to A Kid Again to serve children with a life threatening condition. Start date: 08/22/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
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