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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-03-28
  • CA RA
    APPROVED
    Since 2018-03-28

Branch Locations

Oakland, CA • United States

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Waddell & Reed Inc Sherman Oaks CA 05/2016 11/2017
Various Insurance Carriers For W&R Insurance Agencies West Hollywood CA 12/2016 11/2017
Unemployed Petaluma CA 11/2017 03/2018
Axa-Advisors, Llc New York NY 03/2018 06/2020
Equitable Advisors, Llc New York NY 03/2018 Present
  • 05/2016 → 11/2017
    Waddell & Reed Inc
    Sherman Oaks, CA
  • 12/2016 → 11/2017
    Various Insurance Carriers For W&R Insurance Agencies
    West Hollywood, CA
  • 11/2017 → 03/2018
    Unemployed
    Petaluma, CA
  • 03/2018 → 06/2020
    Axa-Advisors, Llc
    New York, NY
  • 03/2018 → Present
    New York, NY
Previous Registrations
  • 2016-10-10 → 2017-11-29
    Waddell & Reed
    Las Vegas, NV
Other Businesses

1. LB Fabrication and Services. 2720 Aiello Drive STE A San Jose, California 95111; Operations; Start Date 02/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-10
  • S66 Uniform Combined State Law Examination
    2016-10-10
Other Names
  • Julian John Beal
  • Julian William-John Beal
  • Julian Beal

View on SEC IAPD

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