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James Brenneman

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-18
  • OH RA
    APPROVED
    Since 2026-03-18

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Nordonia High School Macedonia OH 08/2013 08/2018
Ohio Wesleyan University Delaware OH 08/2018 06/2023
One Eyed Graphics Mansfield OH 05/2017 07/2017
Unemployed Sagamore Hills OH 07/2023 03/2026
Equitable Advisors, Llc New York NY 03/2026 Present
  • 08/2013 → 08/2018
    Nordonia High School
    Macedonia, OH
  • 08/2018 → 06/2023
    Ohio Wesleyan University
    Delaware, OH
  • 05/2017 → 07/2017
    One Eyed Graphics
    Mansfield, OH
  • 07/2023 → 03/2026
    Unemployed
    Sagamore Hills, OH
  • 03/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-20
  • S66 Uniform Combined State Law Examination
    2025-12-20

View on SEC IAPD

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SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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