Best Investors Account Sign in
Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-16
  • PA RA
    APPROVED
    Since 2025-01-16

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • 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
Equitable Advisors, Llc New York NY 08/2024 Present
Covert Solutions Group Cinnaminson NJ 08/2016 10/2024
Family Beverage North Wales PA 10/2023 03/2024
Salty Mermaid North Wildwood NJ 05/2023 08/2023
Lighthouse Planning Consultants Collingswood NJ 06/2023 08/2023
Fidelity Investments King Of Prussia PA 06/2022 08/2022
Two Mile Crab House Wildwood Crest NJ 05/2021 08/2021
Cool Scoops North Wildwood NJ 05/2020 08/2020
Cool Scoops North Wildwood NJ 06/2019 08/2019
Brine Wildwood Crest NJ 06/2018 08/2018
  • 08/2024 → Present
    New York, NY
  • 08/2016 → 10/2024
    Covert Solutions Group
    Cinnaminson, NJ
  • 10/2023 → 03/2024
    Family Beverage
    North Wales, PA
  • 05/2023 → 08/2023
    Salty Mermaid
    North Wildwood, NJ
  • 06/2023 → 08/2023
    Lighthouse Planning Consultants
    Collingswood, NJ
  • 06/2022 → 08/2022
    Fidelity Investments
    King Of Prussia, PA
  • 05/2021 → 08/2021
    Two Mile Crab House
    Wildwood Crest, NJ
  • 05/2020 → 08/2020
    Cool Scoops
    North Wildwood, NJ
  • 06/2019 → 08/2019
    Cool Scoops
    North Wildwood, NJ
  • 06/2018 → 08/2018
    Brine
    Wildwood Crest, NJ
Other Businesses

Covert Solutions Group, Start Date: 6/5/2026, My role and responsibilities would consist of spot checking addresses for vehicles, delivering paperwork, social media searches, and presentation preparation, My position would be Part-Time Investigator and the President of the company is my father, 114-I Route 130 South Suite 236, Cinnaminson, NJ 08077, 4 HRS PER MO, Not Investment Related;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-15
S63 Uniform Securities Agent State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2025-01-15
  • S63 Uniform Securities Agent State Law Examination
    2024-11-19
Other Names
  • Jack Freeland

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bala Cynwyd, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor