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Therynn James Winberry

Equitable Advisors, LLC

Folsom, CA

CRD 8000920

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-11
  • CA RA
    APPROVED
    Since 2025-03-11

Branch Locations

81 Blue Ravine Road Suite 100, Folsom, CA 95630 • 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
Instacart San Francisco CA 01/2021 Present
Jm Electric Cottonwoon CA 01/2020 08/2025
Sun Oaks Tennis And Fitness Redding CA 01/2016 03/2018
West Virginia University Morgantown WV 08/2018 01/2020
Butte College Chico CA 08/2020 05/2021
Two Men And A Truck Chico CA 07/2020 01/2021
Foothill High School Palo Cedro CA 08/2014 08/2018
Equitable Advisors, Llc New York City NY 03/2025 Present
  • 01/2021 → Present
    Instacart
    San Francisco, CA
  • 01/2020 → 08/2025
    Jm Electric
    Cottonwoon, CA
  • 01/2016 → 03/2018
    Sun Oaks Tennis And Fitness
    Redding, CA
  • 08/2018 → 01/2020
    West Virginia University
    Morgantown, WV
  • 08/2020 → 05/2021
    Butte College
    Chico, CA
  • 07/2020 → 01/2021
    Two Men And A Truck
    Chico, CA
  • 08/2014 → 08/2018
    Foothill High School
    Palo Cedro, CA
  • 03/2025 → Present
    New York City, NY
Other Businesses

1. Instacart 92 South Park Avenue in San Francisco, California, United States, 94105 Employee; Start Date 01/01/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-08
  • S66 Uniform Combined State Law Examination
    2025-03-08

View on SEC IAPD

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