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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 2022-01-06
NY RA APPROVED 2021-05-18
  • TX RA
    APPROVED
    Since 2022-01-06
  • NY RA
    APPROVED
    Since 2021-05-18

Branch Locations

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

Lewiston, 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
Unemployed Amherst NY 01/2018 03/2018
First Source Advantage, Llc Amherst NY 12/2016 01/2018
United States Army Fort Hood TX 07/2011 11/2016
Axa Advisors, Llc New York NY 03/2018 06/2020
Equitable Advisors, Llc New York NY 03/2018 Present
  • 01/2018 → 03/2018
    Unemployed
    Amherst, NY
  • 12/2016 → 01/2018
    First Source Advantage, Llc
    Amherst, NY
  • 07/2011 → 11/2016
    United States Army
    Fort Hood, TX
  • 03/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 03/2018 → Present
    New York, NY
Other Businesses

1) Realty Benefit Services - Sales Associate DBA - Cherry Hill, NJ - 10/2020 - 40hrs/mth. 2) Dergalis Associates, LLC - Sales Associate DBA - Cherry Hill, NJ - 10/2020 - 40hrs/mth. 4) Non-Equitable Various Outside insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-12
S63 Uniform Securities Agent State Law Examination 2018-04-06
  • S65 Uniform Investment Adviser Law Examination
    2020-11-12
  • S63 Uniform Securities Agent State Law Examination
    2018-04-06
Other Names
  • Bryan Plunkett
  • Bryan Scott Plunkett

View on SEC IAPD

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