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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_RES 2017-08-18
PA RA APPROVED 2008-11-24
  • TX RA
    APPROVED_RES
    Since 2017-08-18
  • PA RA
    APPROVED
    Since 2008-11-24

Branch Locations

Newtown, PA • United States

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • 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 06/2008 06/2020
Equitable Advisors, Llc New York NY 06/2008 Present
Financial Planning Partners Llc Bala Cynwyd PA 05/2022 Present
  • 06/2008 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2008 → Present
    New York, NY
  • 05/2022 → Present
    Financial Planning Partners Llc
    Bala Cynwyd, PA
Previous Registrations
  • 2022-05-17 → 2025-12-01
    Financial Planning Partners Llc
    Bala Cynwyd, PA
Other Businesses

1) DBA Integrated Financial Strategies, Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-21
  • S66 Uniform Combined State Law Examination
    2008-11-21
Other Names
  • Laurence Meyers Russell

View on SEC IAPD

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