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Bannon Stump

Equitable Advisors, LLC

Fort Worth, TX

CRD 8073058

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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
TX RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

801 Cherry Street Suite 2300, Fort Worth, TX 76102 • 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
Lakeside Baptist Academy Granbury TX 08/2015 04/2017
Heb Granbury TX 04/2017 10/2018
Tolar High School Tolar TX 10/2018 05/2019
Chick-Fil-A Granbury TX 05/2019 08/2020
Mi Familia Granbury TN 08/2021 02/2024
Urshan University Wentzville MO 08/2020 07/2021
Southside Bank Granbury TX 02/2024 03/2025
Chilis Granbury TX 03/2025 Present
Western Governors University Millcreek UT 08/2021 01/2024
Equitable Advisors, Llc New York NY 11/2025 Present
  • 08/2015 → 04/2017
    Lakeside Baptist Academy
    Granbury, TX
  • 04/2017 → 10/2018
    Heb
    Granbury, TX
  • 10/2018 → 05/2019
    Tolar High School
    Tolar, TX
  • 05/2019 → 08/2020
    Chick-Fil-A
    Granbury, TX
  • 08/2021 → 02/2024
    Mi Familia
    Granbury, TN
  • 08/2020 → 07/2021
    Urshan University
    Wentzville, MO
  • 02/2024 → 03/2025
    Southside Bank
    Granbury, TX
  • 03/2025 → Present
    Chilis
    Granbury, TX
  • 08/2021 → 01/2024
    Western Governors University
    Millcreek, UT
  • 11/2025 → Present
    New York, NY
Other Businesses

1. CHILIS; 100 EAST US HWY 377, GRANDBURY, TX 76048; SERVER; START 1/1/2025; APPROX 15 HOURS/MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2025-11-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2025-11-11

View on SEC IAPD

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