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Bethany Joy Mullen

Equitable Advisors, LLC

Naperville, IL

CRD 6635741

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-06
IL RA APPROVED 2019-10-09
  • TX RA
    APPROVED_RES
    Since 2021-07-06
  • IL RA
    APPROVED
    Since 2019-10-09

Branch Locations

Naperville, IL • 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
Weeks Financial Group Naperville IL 03/2016 02/2018
Axa Advisors, Llc New York NY 02/2018 06/2020
Equitable Advisors, Llc New York NY 02/2018 Present
  • 03/2016 → 02/2018
    Weeks Financial Group
    Naperville, IL
  • 02/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2018 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

DBA: WEEKS FINANCIAL GROUP

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-31
  • S66 Uniform Combined State Law Examination
    2018-03-31
Other Names
  • Bethany Joy Weeks
  • Bethany Mullen
  • Bethany Weeks-Mullen

View on SEC IAPD

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