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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-21
  • CT RA
    APPROVED
    Since 2026-04-21

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • 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 Burlington MA 05/2016 09/2016
Lpl Financial Medford MA 10/2016 11/2017
Century Bank Medford MA 10/2016 11/2017
Citizens Securities, Inc. Reading MA 11/2017 05/2021
Citzens Investment Services Dedham MA 11/2017 05/2021
Equitable Advisors, Llc New York NY 05/2021 Present
  • 05/2016 → 09/2016
    Unemployed
    Burlington, MA
  • 10/2016 → 11/2017
    Lpl Financial
    Medford, MA
  • 10/2016 → 11/2017
    Century Bank
    Medford, MA
  • 11/2017 → 05/2021
    Reading, MA
  • 11/2017 → 05/2021
    Citzens Investment Services
    Dedham, MA
  • 05/2021 → Present
    New York, NY
Previous Registrations
  • 2017-11-28 → 2021-05-04
    Lexington, MA
    No. Waltham, MA
    Burlington, MA
    Arlington, MA
    Peabody, MA
    Lawrence, MA
    Lexington, MA
    Arlington, MA
    Belmont, MA
    Malden, MA
    Lynn, MA
    North Reading, MA
    Belmont, MA
    Reading, MA
    Woburn, MA
  • 2016-10-14 → 2017-11-30
    Medford, MA
  • 2015-09-28 → 2016-05-11
    Woburn, MA
    Burlington, MA
Other Businesses

1.Residential Rental Property, unit owner, 50 Water Street, Unit 72, Medford, MA 02155, collect rent income, maintain interior of the apartment as required, 10/01/2007, 21,000 compensation, zero hours per month. 2. Medford Tower Condo Trust, 50 Water Street, Medford, MA 02155, trustee, implement condo association rules and regulations at no compensation, 05/07/2021, approximately 10 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-26
S63 Uniform Securities Agent State Law Examination 2015-04-17
  • S65 Uniform Investment Adviser Law Examination
    2015-09-26
  • S63 Uniform Securities Agent State Law Examination
    2015-04-17

View on SEC IAPD

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