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Brian Morton

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 2025-06-04
  • OH RA
    APPROVED
    Since 2025-06-04

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
First Allied Securities Indianapolis IN 06/2014 03/2019
First Allied Advisory Services Chesterfield MO 05/2015 03/2019
Unemployed Cleveland OH 03/2019 07/2019
Securities America, Inc. Cleveland OH 07/2019 04/2021
Brunette And Associates Indianapolis IN 06/2014 03/2019
Cedar Brook Financial Cleveland OH 07/2019 06/2024
Cedar Brook Financial Cleveland OH 07/2019 06/2024
Cadaret, Grant & Co., Inc. Cleveland OH 04/2021 06/2024
Ses Llc Cleveland OH 06/2024 09/2024
Seia Llc Cleveland OH 06/2024 09/2024
Osaic Fa, Inc. Orange Village OH 09/2024 06/2025
Osaic Wealth, Inc. Orange Village OH 01/2025 06/2025
Equitable Advisors, Llc New York NY 06/2025 Present
Michael Leonakis Akron OH 06/2025 Present
  • 06/2014 → 03/2019
    First Allied Securities
    Indianapolis, IN
  • 05/2015 → 03/2019
    First Allied Advisory Services
    Chesterfield, MO
  • 03/2019 → 07/2019
    Unemployed
    Cleveland, OH
  • 07/2019 → 04/2021
    Securities America, Inc.
    Cleveland, OH
  • 06/2014 → 03/2019
    Brunette And Associates
    Indianapolis, IN
  • 07/2019 → 06/2024
    Cedar Brook Financial
    Cleveland, OH
  • 07/2019 → 06/2024
    Cedar Brook Financial
    Cleveland, OH
  • 04/2021 → 06/2024
    Cadaret, Grant & Co., Inc.
    Cleveland, OH
  • 06/2024 → 09/2024
    Ses Llc
    Cleveland, OH
  • 06/2024 → 09/2024
    Seia Llc
    Cleveland, OH
  • 09/2024 → 06/2025
    Osaic Fa, Inc.
    Orange Village, OH
  • 01/2025 → 06/2025
    Osaic Wealth, Inc.
    Orange Village, OH
  • 06/2025 → Present
    Equitable Advisors, Llc
    New York, NY
  • 06/2025 → Present
    Michael Leonakis
    Akron, OH
Previous Registrations
  • 2025-01-24 → 2025-06-05
    Osaic Wealth, Inc.
    Orange Village, OH
  • 2024-09-20 → 2025-01-24
    Osaic Fa, Inc.
    Orange Village, OH
  • 2024-06-26 → 2024-09-04
    Seia
    Los Angeles, CA
    Cleveland, OH
  • 2021-02-24 → 2024-07-01
    Cedar Brook Group
    Cleveland, OH
  • 2015-05-13 → 2019-03-29
    First Allied Advisory Services, Inc.
    Indianapolis, IN
Other Businesses

RSA for Michael Leonakis

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-16
  • S66 Uniform Combined State Law Examination
    2015-04-16
Other Names
  • Brian Alan Morton

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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