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Equitable Advisors, LLC CRD 6627
$42.5B regulatory AUM 171,648 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-04-15 |
Branch Locations
1111 N 102Nd Court Ste 310, Omaha, NE 68114 • United States
214 North 7Th Street Ste 9, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Gate Bank | Lincoln | NE | 10/2015 | 03/2019 |
| Mutual Of Omaha Investor Services | Lincoln | NE | 04/2019 | 04/2022 |
| Mutual Of Omaha | Lincoln | NE | 04/2019 | 04/2022 |
| Equitable Advisors, Llc | New York | NY | 04/2022 | Present |
1. KINT INSURANCE AGENCY, LLC; 214 N 7TH ST, STE 9, NORFOLK, NE 68701; OWNER/MEMBER - FIXED INSURANCE; START 1/2/2025; APPROXIMATELY 10 HOURS/MONTH. 2. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
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