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Joseph David Oliver

Equitable Advisors, LLC

Spring, TX

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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 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20

Branch Locations

8146 Spring Cypress Road, Spring, TX 77379 • 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
Edward Jones St Louis MO 08/2015 11/2018
Morgan Staley The Woodlands TX 11/2018 10/2022
Morgan Stanley Private Bank, N.A. New York NY 11/2018 10/2022
Stifel Independent Advisors, Llc The Woodlands TX 10/2022 08/2026
Equitable Advisors, Llc Spring TX 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-03
  • S66 Uniform Combined State Law Examination
    2015-10-03
Designations
Other Names
  • Joseph David Oliver

View on SEC IAPD

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