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Nancy Pan

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 2025-11-05
  • CA RA
    APPROVED
    Since 2025-11-05

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
Unemployed Costa Mesa CA 05/2025 11/2025
Financialworks, Inc. Santa Monica CA 02/2025 04/2025
Student Long Beach CA 09/2020 05/2025
See's Candies San Rafael CA 10/2022 12/2022
Target San Rafael CA 05/2021 12/2022
Student Santa Barbara CA 09/2019 04/2021
Lululemon Corte Madera CA 11/2020 02/2021
Ymca San Rafael CA 02/2020 03/2020
Andy's Local Market San Rafael CA 06/2019 08/2019
Terra Linda High School San Rafael CA 08/2016 08/2020
Unemployed San Rafael CA 01/2015 05/2019
Equitable Advisors, Llc New York NY 11/2025 Present
  • 05/2025 → 11/2025
    Unemployed
    Costa Mesa, CA
  • 02/2025 → 04/2025
    Financialworks, Inc.
    Santa Monica, CA
  • 09/2020 → 05/2025
    Student
    Long Beach, CA
  • 10/2022 → 12/2022
    See's Candies
    San Rafael, CA
  • 05/2021 → 12/2022
    Target
    San Rafael, CA
  • 09/2019 → 04/2021
    Student
    Santa Barbara, CA
  • 11/2020 → 02/2021
    Lululemon
    Corte Madera, CA
  • 02/2020 → 03/2020
    Ymca
    San Rafael, CA
  • 06/2019 → 08/2019
    Andy's Local Market
    San Rafael, CA
  • 08/2016 → 08/2020
    Terra Linda High School
    San Rafael, CA
  • 01/2015 → 05/2019
    Unemployed
    San Rafael, CA
  • 11/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
  • S66 Uniform Combined State Law Examination
    2025-09-03

View on SEC IAPD

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Other Offices

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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
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