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Kristeen Anna Mcconnell

Equitable Advisors, LLC

New Hope, PA

Newtown, PA

Jenkintown, PA

Levittown, PA

Warminster, PA

Cherry Hill, NJ

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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 2022-10-14
NJ RA APPROVED 2021-01-07
PA RA APPROVED 2020-12-23
  • TX RA
    APPROVED
    Since 2022-10-14
  • NJ RA
    APPROVED
    Since 2021-01-07
  • PA RA
    APPROVED
    Since 2020-12-23

Branch Locations

275 W. Bridge Street, New Hope, PA 18938 • United States

295 N Sycamore St, Newtown, PA 18940 • United States

1651 The Fairway, Jenkintown, PA 19046 • United States

16 Highland Park Way, Levittown, PA 19056 • United States

601 Louis Drive, Warminster, PA 18974 • United States

210 Lake Drive East Suite 310, Cherry Hill, NJ 08002 • 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
Jpmorgan Chase & Co. Newark DE 03/2017 05/2020
Financial Integrity Resources Management Llc Philadelphia PA 06/2016 02/2017
Temple University Philadelphia PA 08/2012 12/2016
Equitable Advisors, Llc New York NY 06/2020 Present
  • 03/2017 → 05/2020
    Jpmorgan Chase & Co.
    Newark, DE
  • 06/2016 → 02/2017
    Financial Integrity Resources Management Llc
    Philadelphia, PA
  • 08/2012 → 12/2016
    Temple University
    Philadelphia, PA
  • 06/2020 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

1) USIING KMCCONNELL@PENNADVISORS.COM;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-22
  • S66 Uniform Combined State Law Examination
    2020-12-22
Other Names
  • Kristeen Mcconnell
  • Kristeen A. Mcconnell

View on SEC IAPD

Other Firms

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CW ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
MOONDANCE INVESTMENT ADVISORS, LLC
EDWARD JONES
GRO CAPITAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL
DEBRA T JONES
CHRISTOPHER HAMILTON BRASHIER
LEONARD J BRODSKY
KELLY ANN BINKOWSKI
WILLIAM HOWARD STANERT

Other Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA
COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA
MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA
EDWARD JONES · LAMBERTVILLE, NJ
GRO CAPITAL, LLC · LAMBERTVILLE, NJ
CW ADVISORS, LLC · NEW HOPE, PA

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