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Levi Tanner Lynch

Equitable Advisors, LLC

Scottsdale, AZ

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-21
  • AZ RA
    APPROVED
    Since 2025-08-21

Branch Locations

14851 N. Scottsdale Road Suite 103, Scottsdale, AZ 85254 • 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
Heritage Advisors Cpa Llc Phoenix AZ 11/2023 02/2025
Unemployed Glendale AZ 02/2025 08/2025
Arizona State University Tempe AZ 12/2022 12/2024
Glendale Community College Glendale AZ 08/2020 12/2022
North West Christian High School Phoenix AZ 08/2017 08/2020
Home Education Litchfield Park AZ 06/2015 08/2017
Equitable Advisors, Llc New York NY 08/2025 Present
  • 11/2023 → 02/2025
    Heritage Advisors Cpa Llc
    Phoenix, AZ
  • 02/2025 → 08/2025
    Unemployed
    Glendale, AZ
  • 12/2022 → 12/2024
    Arizona State University
    Tempe, AZ
  • 08/2020 → 12/2022
    Glendale Community College
    Glendale, AZ
  • 08/2017 → 08/2020
    North West Christian High School
    Phoenix, AZ
  • 06/2015 → 08/2017
    Home Education
    Litchfield Park, AZ
  • 08/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07
Other Names
  • Levi Lynch
  • Levi Tanner Lynch

View on SEC IAPD

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