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Crockett Carter Speer

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 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15

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
Unemployed San Antonio TX 07/2017 02/2018
Texas Tech University Lubbock TX 08/2012 07/2017
Productions Plus Lubbock TX 11/2016 02/2017
Axa Advisors, Llc New York NY 02/2018 06/2020
Equitable Advisors, Llc New York NY 02/2018 04/2023
Denovo Advisory Group Dallas TX 04/2023 04/2024
Equitable Advisors, Llc. New York NY 04/2024 Present
  • 07/2017 → 02/2018
    Unemployed
    San Antonio, TX
  • 08/2012 → 07/2017
    Texas Tech University
    Lubbock, TX
  • 11/2016 → 02/2017
    Productions Plus
    Lubbock, TX
  • 02/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2018 → 04/2023
    Equitable Advisors, Llc
    New York, NY
  • 04/2023 → 04/2024
    Denovo Advisory Group
    Dallas, TX
  • 04/2024 → Present
    Equitable Advisors, Llc.
    New York, NY
Previous Registrations
Other Businesses

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Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-05
S63 Uniform Securities Agent State Law Examination 2018-04-03
  • S66 Uniform Combined State Law Examination
    2019-12-05
  • S63 Uniform Securities Agent State Law Examination
    2018-04-03

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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