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William Edmond Lewallen

Equitable Advisors, LLC

Irvine, CA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-19
  • CA RA
    APPROVED
    Since 2025-02-19

Branch Locations

2050 Main Street, Suite 500, Irvine, CA 92614 • 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
Newport Beach Country Club Newport Beach CA 10/2023 01/2025
Unemployed Costa Mesa CA 01/2025 02/2025
Unemployed Costa Mesa CA 01/2023 10/2023
Varis Boca Raton FL 07/2021 01/2023
Unemployed Kirkland WA 01/2021 07/2021
Sada North Hollywood CA 03/2019 01/2021
Microsoft Corporation Redmond WA 07/2015 03/2019
Equitable Advisors, Llc New York NY 02/2025 Present
  • 10/2023 → 01/2025
    Newport Beach Country Club
    Newport Beach, CA
  • 01/2025 → 02/2025
    Unemployed
    Costa Mesa, CA
  • 01/2023 → 10/2023
    Unemployed
    Costa Mesa, CA
  • 07/2021 → 01/2023
    Varis
    Boca Raton, FL
  • 01/2021 → 07/2021
    Unemployed
    Kirkland, WA
  • 03/2019 → 01/2021
    Sada
    North Hollywood, CA
  • 07/2015 → 03/2019
    Microsoft Corporation
    Redmond, WA
  • 02/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Trustee of TrustSpouseThe Lewallen Living Trust02/23/2007

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23
Other Names
  • William Edmond Lewallen
  • William Lewallen
  • William Edmond Lewallen

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
VANDERBILT ADVISORY SERVICES · Irvine, CA

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