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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-11
  • FL RA
    APPROVED
    Since 2026-08-11

Branch Locations

Jupiter, FL • United States

Two Urban Center 4890 W Kennedy Blvd #800, Tampa, FL 33609 • 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
Lincoln Investment Planning, Inc. Hauppauge NY 09/1990 08/2026
Equitable Advisors, Llc New York NY 08/2026 Present
  • 09/1990 → 08/2026
    Lincoln Investment Planning, Inc.
    Hauppauge, NY
  • 08/2026 → Present
    New York, NY
Previous Registrations
  • 2021-06-09 → 2026-08-13
    Jupiter, FL
    Hauppauge, NY
    Hauppauge, NY
    Denver, CO
    Denver, CO
Other Businesses

Power of Attorney for Mother. Name: Executor for Sister. Outside Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-20
S63 Uniform Securities Agent State Law Examination 1983-11-07
  • S66 Uniform Combined State Law Examination
    2026-01-20
  • S63 Uniform Securities Agent State Law Examination
    1983-11-07

View on SEC IAPD

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