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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-08
  • FL RA
    APPROVED
    Since 2024-08-08

Branch Locations

2255 Glades Road Suite 412E, Boca Raton, FL 33431 • 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
Nordstrom Boca Raton FL 12/2019 08/2020
State Farm Middletown CT 07/2017 06/2019
Brescome Barton, Inc. North Haven CT 02/2016 06/2017
David Lerner Associates Boca Raton FL 02/2021 02/2022
Unemployed Unemployed CT 06/2019 12/2019
Unemployed Unemployed FL 08/2020 02/2021
Voya Financial Advisors, Inc. Weston FL 03/2022 09/2023
Equitable Advisors, Llc New York NY 09/2023 Present
  • 12/2019 → 08/2020
    Nordstrom
    Boca Raton, FL
  • 07/2017 → 06/2019
    State Farm
    Middletown, CT
  • 02/2016 → 06/2017
    Brescome Barton, Inc.
    North Haven, CT
  • 02/2021 → 02/2022
    David Lerner Associates
    Boca Raton, FL
  • 06/2019 → 12/2019
    Unemployed
    Unemployed, CT
  • 08/2020 → 02/2021
    Unemployed
    Unemployed, FL
  • 03/2022 → 09/2023
    Voya Financial Advisors, Inc.
    Weston, FL
  • 09/2023 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
S63 Uniform Securities Agent State Law Examination 2021-07-26
  • S66 Uniform Combined State Law Examination
    2024-08-01
  • S63 Uniform Securities Agent State Law Examination
    2021-07-26

View on SEC IAPD

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