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Advisor at EQUITABLE ADVISORS, LLC
COEUR D'ALENE, ID
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 | Nov 5, 2025 | n/a | yes | COEUR D'ALENE, ID | Current employment |
| SEACREST WEALTH MANAGEMENT, LLC | Independent wealth | May 27, 2016 | May 31, 2017 | no | Napa, CA|PURCHASE, NY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 1, 2003 | May 27, 2016 | no | NAPA, CA|NAPA, CA | Previous registration |
| PRUDENTIAL EQUITY GROUP, LLC | n/a | Feb 24, 1994 | Jul 1, 2003 | no | NAPA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT, LLC | EQUITABLE ADVISORS, LLC | May 31, 2017 | Nov 5, 2025 | 3,080 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | SEACREST WEALTH MANAGEMENT, LLC | May 27, 2016 | May 27, 2016 | 0 | Firm change | Other |
| PRUDENTIAL EQUITY GROUP, LLC | WELLS FARGO ADVISORS | Jul 1, 2003 | Jul 1, 2003 | 0 | Bulk transfer | Other |