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William Matthew Owens

Equitable Advisors, LLC

Bala Cynwyd, PA

Havertown, PA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-03
PA RA APPROVED 2009-05-25
  • TX RA
    APPROVED
    Since 2023-01-03
  • PA RA
    APPROVED
    Since 2009-05-25

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Havertown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 04/2009 06/2020
Equitable Advisors, Llc New York NY 04/2009 Present
Other Businesses

1) DBA KARR BARTH ASSOCIATES | A.P. Lubrano & Company, Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-22
  • S66 Uniform Combined State Law Examination
    2009-05-22

View on SEC IAPD

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Other Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA
OSAIC WEALTH, INC. · Bala Cynwyd, PA
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OUP MANAGEMENT CO., LLC · BALA CYNWYD, PA
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