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Alison Clair Grefsheim

Equitable Advisors, LLC

Scottsdale, AZ

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-04-19
  • AZ RA
    APPROVED
    Since 2021-04-19

Branch Locations

4835 E. Cactus Rd Suite 255, Scottsdale, AZ 85254 • 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
Equitable Advisors, Llc New York NY 07/2020 Present
Equitable Scottsdale AZ 04/2018 Present
Zenreach Scottsdale AZ 11/2016 02/2018
Yelp, Inc. Scottsdale AZ 04/2014 10/2016
  • 07/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 04/2018 → Present
    Equitable
    Scottsdale, AZ
  • 11/2016 → 02/2018
    Zenreach
    Scottsdale, AZ
  • 04/2014 → 10/2016
    Yelp, Inc.
    Scottsdale, AZ
Other Businesses

1.Notary,Start Date:12/24/2020,one hour per month&#59; 2.HOA Board Member, Treasurer, Osborn Village Condominium Association

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-08
  • S66 Uniform Combined State Law Examination
    2021-03-08

View on SEC IAPD

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