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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 2025-02-18
PA RA APPROVED 2024-10-04
  • TX RA
    APPROVED
    Since 2025-02-18
  • PA RA
    APPROVED
    Since 2024-10-04

Branch Locations

Philadelphia, PA • 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
Triad Advisors Norcross GA 06/2019 06/2023
Auctus Wealth Management Clarks Summit PA 09/2018 06/2023
Jpl Consulting Llc Clarks Summit PA 09/2018 06/2023
National Securities Corporation New York NY 09/2018 06/2019
Unemployed Clarks Summit PA 05/2018 09/2018
The Haverford Trust Company Radnor PA 05/2017 08/2017
Full-Time Education Clarks Summit PA 09/2011 05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 06/2023 10/2024
Bank Of America, N.A. Philadelphia PA 07/2023 10/2024
Equitable Advisors, Llc New York NY 10/2024 Present
  • 06/2019 → 06/2023
    Triad Advisors
    Norcross, GA
  • 09/2018 → 06/2023
    Auctus Wealth Management
    Clarks Summit, PA
  • 09/2018 → 06/2023
    Jpl Consulting Llc
    Clarks Summit, PA
  • 09/2018 → 06/2019
    National Securities Corporation
    New York, NY
  • 05/2018 → 09/2018
    Unemployed
    Clarks Summit, PA
  • 05/2017 → 08/2017
    The Haverford Trust Company
    Radnor, PA
  • 09/2011 → 05/2018
    Full-Time Education
    Clarks Summit, PA
  • 06/2023 → 10/2024
    Philadelphia, PA
  • 07/2023 → 10/2024
    Bank Of America, N.A.
    Philadelphia, PA
  • 10/2024 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-26
  • S66 Uniform Combined State Law Examination
    2022-03-26
Other Names
  • Justin Paul Levy

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