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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Berwyn | PA | 01/2008 | 03/2024 |
| Equitable Advisors, Llc | New York | NY | 03/2024 | Present |
1) Thomas J Shopa Irrevocable Life Insurance Trust; Family Trust; Position: Trustee; Start Date: 01/15/2000 2) 03/2024 to Present; Penn Advisors; DBA for Equitable Advisors, LLC; inv rel; at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-21 |
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