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Izac H Coleman

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-14
  • OH RA
    APPROVED
    Since 2025-05-14

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Saxbys Philadelphia PA 01/2022 05/2025
Paloma Shaker Heights OH 01/2025 05/2025
John Carroll University Events University Heights OH 05/2022 06/2024
Northwestern Mutual Cleveland OH 05/2023 07/2023
Glenmede Trust Beachwood OH 05/2021 07/2021
John Carroll University University Heights OH 08/2020 05/2025
Nordonia High School Macedonia OH 09/2016 06/2020
Unemployed Bedford OH 07/2020 08/2020
Equitable Advisors, Llc New York NY 05/2025 Present
  • 01/2022 → 05/2025
    Saxbys
    Philadelphia, PA
  • 01/2025 → 05/2025
    Paloma
    Shaker Heights, OH
  • 05/2022 → 06/2024
    John Carroll University Events
    University Heights, OH
  • 05/2023 → 07/2023
    Northwestern Mutual
    Cleveland, OH
  • 05/2021 → 07/2021
    Glenmede Trust
    Beachwood, OH
  • 08/2020 → 05/2025
    John Carroll University
    University Heights, OH
  • 09/2016 → 06/2020
    Nordonia High School
    Macedonia, OH
  • 07/2020 → 08/2020
    Unemployed
    Bedford, OH
  • 05/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-21
  • S66 Uniform Combined State Law Examination
    2025-01-21
Other Names
  • Izac Coleman

View on SEC IAPD

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SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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