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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 2021-09-16
NY RA APPROVED 2021-08-17
  • TX RA
    APPROVED
    Since 2021-09-16
  • NY RA
    APPROVED
    Since 2021-08-17

Branch Locations

350 Essjay Road Suite 300, Williamsville, NY 14221 • United States

Williamsville, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suny Brockport Brockport NY 08/2013 05/2017
Park Country Club Amherst NY 05/2016 11/2017
Jewish Community Center Of Greater Buffalo Amherst NY 06/2012 01/2019
Axa Advisors, Llc New York NY 11/2017 06/2020
Equitable Advisors, Llc New York NY 11/2017 Present
  • 08/2013 → 05/2017
    Suny Brockport
    Brockport, NY
  • 05/2016 → 11/2017
    Park Country Club
    Amherst, NY
  • 06/2012 → 01/2019
    Jewish Community Center Of Greater Buffalo
    Amherst, NY
  • 11/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2017 → Present
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-16
S63 Uniform Securities Agent State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2021-08-16
  • S63 Uniform Securities Agent State Law Examination
    2017-12-11
Other Names
  • Zachary Morrison
  • Zachary Daniel Morrison

View on SEC IAPD

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