About Us

Tasha Coconis, JD

Compliance Manager

Senior Branch Controls Manager

Receiving her undergraduate degree from Hamilton College and her JD from Western New England College School of Law, Tasha has spent the majority of her career working in a compliance capacity within the financial services industry.  As the Sr. Branch Controls Manager, she works with associates to make sure their sales practices are inline with Equitable compliance and FINRA regulations.

Tasha lives in Maryland with her husband.

Tasha has her FINRA S4, S7, S24, S53, S66.

Tasha Coconis, JD offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Charles Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Financial Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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