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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-01-10
  • NC RA
    APPROVED
    Since 2017-01-10

Branch Locations

Garner, NC • United States

3100 Smoketree Court Suite 1000, Raleigh, NC 27604 • 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 10/2012 06/2020
Equitable Advisors, Llc New York NY 10/2012 Present
Other Businesses

DBA: Oakbridge Financial Group, LLC (Partner); Oakbridge Financial Group, LLC (Owner/Managing Member, 2801 Stone Rock Dr Unit 101 Raleigh, NC 27604, 200 hr/mo, $0 annually) REALITY BENEFITS SERVICES, 210 LAKE DRIVE EAST, SUITE 310, CHERRY HILL, NJ 08002, SALES ASSOCIATE, SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALITY SERVICES COLLECTS THE ADMINISTRATION FEE, 5/30/2023, 10 HRS/MO. DERGALIS ASSOCIATES LLC (Sales Associate) DERGALIS ASSOCIATES LLC, 210 LAKE DRIVE, 310 CHERRY HILL, NJ 08002, SALES ASSOCIATE, SALES OF GROUP AND INDIVIDUAL ANCILLARY PRODUCTS, 5/30/2023, 10 HRS/MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-27
S63 Uniform Securities Agent State Law Examination 2012-11-27
  • S65 Uniform Investment Adviser Law Examination
    2016-12-27
  • S63 Uniform Securities Agent State Law Examination
    2012-11-27
Other Names
  • Bryan M. Crolla

View on SEC IAPD

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