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Barrett Andrew Koerner

Equitable Advisors, LLC

Dallas, TX

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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 2018-09-04
  • TX RA
    APPROVED
    Since 2018-09-04

Branch Locations

12377 Merit Drive Suite 1500, Dallas, TX 75251 • 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
Texas Christian University Fort Worth TX 08/2014 05/2018
Axa Advisors Fort Worth TX 06/2017 09/2017
Axa Advisors, Llc New York NY 07/2018 06/2020
Equitable Advisors, Llc New York NY 07/2018 Present
  • 08/2014 → 05/2018
    Texas Christian University
    Fort Worth, TX
  • 06/2017 → 09/2017
    Axa Advisors
    Fort Worth, TX
  • 07/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2018 → Present
    New York, NY
Other Businesses

REALTY BENEFIT SERVICES, WASHINGTON CROSSING, PA, SALES OF TAX ACCOUNT PROGRAM, DERGALIS ASSOCIATES, CHERRY HILL, NJ, SALES OF GROUP ANCILLARY PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-21
  • S66 Uniform Combined State Law Examination
    2018-07-21

View on SEC IAPD

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