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Advisor at EQUITABLE ADVISORS, LLC
LOGANVILLE, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | National bd RIA | May 15, 2025 | n/a | yes | LOGANVILLE, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 21, 2018 | May 21, 2025 | no | ATLANTA, GA|STONE MOUNTAIN, GA|TUCKER, GA|ATLANTA, GA|NORCROSS, GA|ATLANTA, GA|DULUTH, GA|LITHONIA, GA|CONYERS, GA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Oct 18, 2016 | Dec 14, 2017 | no | CONYERS, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 18, 2016 | Dec 31, 2016 | no | CONYERS, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 11, 2013 | Sep 30, 2016 | no | SNELLVILLE, GA|SAVANNAH, GA|SNELLVILLE, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 2, 2012 | Jul 5, 2013 | no | DULUTH, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | EQUITABLE ADVISORS, LLC | May 21, 2025 | May 15, 2025 | -6 | Firm change | Wirehouse to ibd |
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Dec 14, 2017 | Aug 21, 2018 | 250 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Oct 18, 2016 | -74 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Sep 30, 2016 | Oct 18, 2016 | 18 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jul 5, 2013 | Jul 11, 2013 | 6 | Firm change | Wirehouse to wirehouse |