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Charles Jacob Erbs

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 2024-12-16
  • OH RA
    APPROVED
    Since 2024-12-16

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
Infinium Wall Systems Strongsville OH 05/2024 11/2024
Outback Steakhouse Strongsville OH 05/2022 03/2024
Blue Technologies Cleveland OH 06/2023 08/2023
Power Promotions Cleveland OH 05/2022 06/2022
Sheetz Strongsville OH 05/2020 01/2021
What's The Scoop North Royalton OH 05/2019 08/2020
Sweet Cece's Broadview Heights OH 05/2018 08/2018
Italian Village Strongsville OH 06/2017 08/2017
St. Ignatius High School Cleveland OH 08/2016 05/2020
Ohio University Athens OH 08/2020 05/2024
Unemployed Strongsville OH 06/2014 09/2016
Equitable Advisors, Llc New York NY 06/2024 Present
  • 05/2024 → 11/2024
    Infinium Wall Systems
    Strongsville, OH
  • 05/2022 → 03/2024
    Outback Steakhouse
    Strongsville, OH
  • 06/2023 → 08/2023
    Blue Technologies
    Cleveland, OH
  • 05/2022 → 06/2022
    Power Promotions
    Cleveland, OH
  • 05/2020 → 01/2021
    Sheetz
    Strongsville, OH
  • 05/2019 → 08/2020
    What's The Scoop
    North Royalton, OH
  • 05/2018 → 08/2018
    Sweet Cece's
    Broadview Heights, OH
  • 06/2017 → 08/2017
    Italian Village
    Strongsville, OH
  • 08/2016 → 05/2020
    St. Ignatius High School
    Cleveland, OH
  • 08/2020 → 05/2024
    Ohio University
    Athens, OH
  • 06/2014 → 09/2016
    Unemployed
    Strongsville, OH
  • 06/2024 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
S63 Uniform Securities Agent State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-12-13
  • S63 Uniform Securities Agent State Law Examination
    2024-11-15
Other Names
  • Charles Erbs

View on SEC IAPD

Other Firms

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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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