David Thomas Hibshman

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Equitable Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2005-06-01

PA RA
APPROVED

Since 2005-06-01

Branch Locations

2 Bala Plaza Suite 300, Bala Cynwyd, PA 19004 • United States

Lancaster, PA • 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

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	06/2005	06/2020
Equitable Advisors, Llc	New York	NY	06/2005	Present

06/2005 → 06/2020

Axa Advisors, Llc

New York, NY
06/2005 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2002-11-14 → 2005-06-01

Mony Securities Corporation

Bala Cynwyd, PA

Other Businesses

1) OUTSIDE INSURANCE BROKERAGE BUSINESS 2) DAVID HIBSHMAN CPA - TAX PLANNING AND PREPARATION, ACCOUNT SERVICES - OWNER, TAX PREPARATION AND COMPILATION SERVICES - 1985, MONTHLY HOURS VARY. 3) DBA - FINANCIAL HEALTH GROUP 4) FINANCIAL HEALTH GORUP, INC., CONTROLLING SHAREHOLDER OF 100%, SINCE 10/1996. 5) Landlord, 632 Fountain Ave Lancaster PA , since 11/1/2021, 3 hrs/mo

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-12-02
S63	Uniform Securities Agent State Law Examination	1986-04-25

S65 Uniform Investment Adviser Law Examination

1993-12-02
S63 Uniform Securities Agent State Law Examination

1986-04-25

Designations

Certified Financial Planner

Other Names

David T Hibshman

View on SEC IAPD