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Daniel Jay Goodman

Equitable Advisors, LLC

Los Angeles, CA

Bala Cynwyd, PA

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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 2026-02-27
PA RA APPROVED 2020-11-25
  • CA RA
    APPROVED
    Since 2026-02-27
  • PA RA
    APPROVED
    Since 2020-11-25

Branch Locations

Los Angeles, CA • United States

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • 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
Equitable Advisors, Llc New York NY 08/2020 Present
Unemployed Ardmore PA 05/2020 08/2020
Beacon Hill Staffing Group Exton PA 07/2019 05/2020
Pepsico Phoenix AZ 06/2018 08/2018
University Of Arizona Tucson AZ 08/2015 05/2019
  • 08/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2020 → 08/2020
    Unemployed
    Ardmore, PA
  • 07/2019 → 05/2020
    Beacon Hill Staffing Group
    Exton, PA
  • 06/2018 → 08/2018
    Pepsico
    Phoenix, AZ
  • 08/2015 → 05/2019
    University Of Arizona
    Tucson, AZ
Other Businesses

DBA Executive Benefits Financial Group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Daniel J. Goodman
  • Daniel Goodman

View on SEC IAPD

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