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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-07
  • NY RA
    APPROVED
    Since 2025-10-07

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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
The Source Fine Jewelers Victor NY 05/2024 03/2025
Insperity San Jose CA 07/2023 06/2024
Adp Pleasanton CA 04/2022 06/2023
Paychex Rochester NY 09/2018 11/2021
Harris Beach Llc Pittsford NY 05/2017 04/2018
Fein Such Crane Rochester NY 05/2016 05/2017
Unemployed Farmington NY 04/2025 09/2025
Unemployed San Jose CA 05/2018 08/2018
Unemployed Santa Clara CA 12/2021 03/2022
Equitable Advisors, Llc. New York NY 09/2025 Present
  • 05/2024 → 03/2025
    The Source Fine Jewelers
    Victor, NY
  • 07/2023 → 06/2024
    Insperity
    San Jose, CA
  • 04/2022 → 06/2023
    Adp
    Pleasanton, CA
  • 09/2018 → 11/2021
    Paychex
    Rochester, NY
  • 05/2017 → 04/2018
    Harris Beach Llc
    Pittsford, NY
  • 05/2016 → 05/2017
    Fein Such Crane
    Rochester, NY
  • 04/2025 → 09/2025
    Unemployed
    Farmington, NY
  • 05/2018 → 08/2018
    Unemployed
    San Jose, CA
  • 12/2021 → 03/2022
    Unemployed
    Santa Clara, CA
  • 09/2025 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

View on SEC IAPD

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