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Crispin Hocate

Equitable Advisors, LLC

Mckinney, TX

Dallas, 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 2024-07-05
  • TX RA
    APPROVED
    Since 2024-07-05

Branch Locations

Mckinney, TX • United States

12377 Merit Drive Suite 1500, Dallas, TX 75251 • 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 01/2020 07/2024
Trinity University San Antonio TX 08/2019 12/2019
Hca - Medical City Healthcare Dallas TX 02/2018 03/2019
Texas Health Resources Allen TX 01/2013 01/2018
Sozo Strategies Llc Prosper TX 06/2019 11/2019
Equitable Advisors, Llc New York NY 07/2024 Present
  • 01/2020 → 07/2024
    Edward Jones
    St Louis, MO
  • 08/2019 → 12/2019
    Trinity University
    San Antonio, TX
  • 02/2018 → 03/2019
    Hca - Medical City Healthcare
    Dallas, TX
  • 01/2013 → 01/2018
    Texas Health Resources
    Allen, TX
  • 06/2019 → 11/2019
    Sozo Strategies Llc
    Prosper, TX
  • 07/2024 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
  • 2020-03-16 → 2024-07-08
    Edward Jones
    Prosper, TX
    Pilot Point, TX
    St Louis, MO
    Prosper, TX
    Plano, TX
    Mckinney, TX
    Allen, TX
Other Businesses

1. CJB RELIENT LLC; 2817 COUNTRY CHURCH RD, MCKINNEY, TX 75071; OWNER/MANAGER; START 10/20/2025; APPROX 2 HOURS/MONTH. 2. VARIOUS OUTSIDE INSURANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-13
  • S66 Uniform Combined State Law Examination
    2020-03-13
Other Names
  • Crispin Hocate
  • Crispin Paller Hocate

View on SEC IAPD

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