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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 2026-06-10
CA RA APPROVED 2026-06-04
  • TX RA
    APPROVED
    Since 2026-06-10
  • CA RA
    APPROVED
    Since 2026-06-04

Branch Locations

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

Dallas, TX • 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 05/2026 Present
Clergy Planning Group Dallas TX 08/2024 Present
Wolfpack Baseball Club Calabasas CA 10/2022 07/2024
Kenosha Kingfish Kenosha WI 06/2022 09/2022
Rhodes College Memphis TN 06/2021 05/2022
Rhodes College Memphis TN 05/2016 05/2021
Independent Contractor Dallas TX 08/2024 Present
  • 05/2026 → Present
    New York, NY
  • 08/2024 → Present
    Clergy Planning Group
    Dallas, TX
  • 10/2022 → 07/2024
    Wolfpack Baseball Club
    Calabasas, CA
  • 06/2022 → 09/2022
    Kenosha Kingfish
    Kenosha, WI
  • 06/2021 → 05/2022
    Rhodes College
    Memphis, TN
  • 05/2016 → 05/2021
    Rhodes College
    Memphis, TN
  • 08/2024 → Present
    Independent Contractor
    Dallas, TX
Other Businesses

Clergy Planning Group, 2093 East 11th Street, STE 200 Loveland, CO 80537, Registered Sales Assistant, August 2024 to present, 160 hours per month, investment related. Insurance Agent-Outside Fixed Insurance Sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-04
  • S66 Uniform Combined State Law Examination
    2026-02-04

View on SEC IAPD

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