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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-30
  • PA RA
    APPROVED
    Since 2025-07-30

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • 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
Mizuho Securities Usa Inc New York NY 06/2015 09/2017
Coastal Equities, Inc. Wilmington DE 10/2018 07/2021
Unemployed Hobken NJ 09/2017 10/2018
Investorlink Capital Markets Llc Doylestown PA 07/2021 02/2025
Unemployed Jersey City NJ 03/2025 06/2025
Equitable Advisors, Llc New York NY 07/2025 Present
Click Capital Markets Scottsdale AZ 07/2025 07/2025
  • 06/2015 → 09/2017
    Mizuho Securities Usa Inc
    New York, NY
  • 10/2018 → 07/2021
    Coastal Equities, Inc.
    Wilmington, DE
  • 09/2017 → 10/2018
    Unemployed
    Hobken, NJ
  • 07/2021 → 02/2025
    Investorlink Capital Markets Llc
    Doylestown, PA
  • 03/2025 → 06/2025
    Unemployed
    Jersey City, NJ
  • 07/2025 → Present
    New York, NY
  • 07/2025 → 07/2025
    Click Capital Markets
    Scottsdale, AZ
Other Businesses

1) 2.5% INTEREST IN HARVEST FINANCIAL TECHNOLOGY, LLC, 5526 LONG LANE, DOYLESTOWN, PA 18902, START DATE: 9/24/20;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2004-09-09
  • S66 Uniform Combined State Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2004-09-09

View on SEC IAPD

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