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Daniel Greenfield

Equitable Advisors, LLC

Los Angeles, CA

Los Angeles, CA

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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_RES 2025-07-14
CA RA APPROVED 2020-10-16
  • TX RA
    APPROVED_RES
    Since 2025-07-14
  • CA RA
    APPROVED
    Since 2020-10-16

Branch Locations

5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036 • United States

Los Angeles, CA • 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
University Of California Davis Davis CA 09/2016 04/2020
Welk Resorts Sacramento CA 02/2019 08/2019
Daniel Hoff Agency Hollywood CA 06/2017 09/2017
Chucks Valet Sherman Oaks CA 06/2018 09/2018
Axa Advisors, Llc New York NY 04/2020 06/2020
Equitable Advisors, Llc New York NY 04/2020 Present
  • 09/2016 → 04/2020
    University Of California Davis
    Davis, CA
  • 02/2019 → 08/2019
    Welk Resorts
    Sacramento, CA
  • 06/2017 → 09/2017
    Daniel Hoff Agency
    Hollywood, CA
  • 06/2018 → 09/2018
    Chucks Valet
    Sherman Oaks, CA
  • 04/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2020 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02

View on SEC IAPD

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DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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