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Jeffrey Tate Marshall

Equitable Advisors, LLC

San Antonio, TX

San Antonio, TX

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-09-07
  • TX RA
    APPROVED
    Since 2007-09-07

Branch Locations

San Antonio, TX • United States

8000 Ih 10 West Suite 750, San Antonio, TX 78230 • 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
Axa Advisors, Llc New York NY 06/2005 06/2020
Equitable Advisors, Llc New York NY 06/2005 Present
Other Businesses

VARIOUS OUTSIDE INSURANCE BROKERAGE CONTRACTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-21
S63 Uniform Securities Agent State Law Examination 1996-01-18
  • S66 Uniform Combined State Law Examination
    2006-06-21
  • S63 Uniform Securities Agent State Law Examination
    1996-01-18
Other Names
  • Jeff Marshall

View on SEC IAPD

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