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Joseph Charles Kapfer

Equitable Advisors, LLC

Rochester, NY

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-16
  • NY RA
    APPROVED
    Since 2024-02-16

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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
C&M Forwarding Rochester NY 06/2018 08/2018
Equitable Advisors, Llc New York NY 09/2023 Present
Door Dash San Francisco CA 05/2020 11/2020
C&M Forwarding North Chili NY 11/2020 02/2024
Unemployed Pittsford NY 08/2018 09/2019
Saint John Fisher University Rochester NY 08/2018 06/2021
Nazareth University Rochester NY 08/2021 08/2023
Rochester Wealth Management Rochester NY 09/2019 12/2019
Pittsford Sutherland High School Pittsford NY 09/2014 06/2018
  • 06/2018 → 08/2018
    C&M Forwarding
    Rochester, NY
  • 09/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2020 → 11/2020
    Door Dash
    San Francisco, CA
  • 11/2020 → 02/2024
    C&M Forwarding
    North Chili, NY
  • 08/2018 → 09/2019
    Unemployed
    Pittsford, NY
  • 08/2018 → 06/2021
    Saint John Fisher University
    Rochester, NY
  • 08/2021 → 08/2023
    Nazareth University
    Rochester, NY
  • 09/2019 → 12/2019
    Rochester Wealth Management
    Rochester, NY
  • 09/2014 → 06/2018
    Pittsford Sutherland High School
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-14
  • S66 Uniform Combined State Law Examination
    2024-02-14

View on SEC IAPD

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Other Investors

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JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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