Timothy Morgan

Current Employers

Equitable Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-18
TX	RA	APPROVED_RES	2016-01-27

NY RA
APPROVED

Since 2021-05-18
TX RA
APPROVED_RES

Since 2016-01-27

Branch Locations

Camillus, NY • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	03/2000	06/2020
Planning Sense, Inc.	Syracuse	NY	05/2009	12/2017
Equitable Advisors, Llc	New York	NY	03/2000	Present

03/2000 → 06/2020

Axa Advisors, Llc

New York, NY
05/2009 → 12/2017

Planning Sense, Inc.

Syracuse, NY
03/2000 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

(1) Boy Scouts of America - Mattydale, NY - Volunteer Scoutmaster & Boardmember, non-investment - 10/8/94 - 20 hrs/mth. (2) Trustee for Father 12/2024.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-08-28

S66 Uniform Combined State Law Examination

2000-08-28