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Advisor at EQUITABLE ADVISORS, LLC
WELLESLEY, MA
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 | Apr 21, 2026 | n/a | yes | WELLESLEY, MA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Nov 28, 2017 | May 4, 2021 | no | LEXINGTON, MA|NO. WALTHAM, MA|BURLINGTON, MA|ARLINGTON, MA|PEABODY, MA|LAWRENCE, MA|LEXINGTON, MA|ARLINGTON, MA|BELMONT, MA|MALDEN, MA|LYNN, MA|Woburn, MA|NORTH READING, MA|BELMONT, MA|READING, MA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 14, 2016 | Nov 30, 2017 | no | MEDFORD, MA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Sep 28, 2015 | May 11, 2016 | no | WOBURN, MA|BURLINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | EQUITABLE ADVISORS, LLC | May 4, 2021 | Apr 21, 2026 | 1,813 | Firm change after gap | Ibd to ibd |
| LPL FINANCIAL LLC | CITIZENS SECURITIES, INC. | Nov 30, 2017 | Nov 28, 2017 | -2 | Firm change | RIA to ibd |
| CITIZENS SECURITIES, INC. | LPL FINANCIAL LLC | May 11, 2016 | Oct 14, 2016 | 156 | Firm change | Other |