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Gavin Fung

Equitable Advisors, LLC

Falls Church, VA

Falls Church, VA

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-04-19
  • VA RA
    APPROVED
    Since 2024-04-19

Branch Locations

3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • United States

Falls Church, VA • 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 01/2024 Present
Self Employed Falls Church VA 11/2022 12/2023
Pbmares, Llp Fairfax VA 11/2017 11/2022
Andersen Tax Mclean VA 01/2016 10/2017
  • 01/2024 → Present
    Equitable Advisors, Llc
    New York, NY
  • 11/2022 → 12/2023
    Self Employed
    Falls Church, VA
  • 11/2017 → 11/2022
    Pbmares, Llp
    Fairfax, VA
  • 01/2016 → 10/2017
    Andersen Tax
    Mclean, VA
Other Businesses

DBA: Ascend Planning & Consulting, LLC &#59; gfung@ascendplanning.com

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-15
  • S66 Uniform Combined State Law Examination
    2024-04-15

View on SEC IAPD

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NABIH GEORGE NABTI
JING ZHENG
ELIZABETH JOSEPH
LISA KATHRYN TOEWS DAUGHERTY
Nicole Alexis Kaplan
TODD WELDON IHRIG

Other Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA
ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA
WORLD INVESTMENT ADVISORS, LLC · Reston, VA
NEAT FINANCIAL PLANNING · FALLS CHURCH, VA
LPL FINANCIAL LLC · FALLS CHURCH, VA
CETERA INVESTMENT ADVISERS LLC · FALLS CHURCH, VA
EDWARD JONES · FALLS CHURCH, VA
CETERA INVESTMENT ADVISERS LLC · ARLINGTON, VA

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