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Advisor at EQUITABLE ADVISORS, LLC
CANYON LAKE, TX
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 | Aug 20, 2026 | n/a | yes | CANYON LAKE, TX | Current employment |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Sep 23, 2005 | Aug 20, 2026 | no | HOUSTON, TX|HOUSTON, TX|CANYON LAKE, TX | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Mar 17, 2000 | Oct 3, 2005 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL INDEPENDENT ADVISORS, LLC | EQUITABLE ADVISORS, LLC | Aug 20, 2026 | Aug 20, 2026 | 0 | Bulk transfer | Ibd to ibd |
| MORGAN KEEGAN & COMPANY, LLC | STIFEL INDEPENDENT ADVISORS, LLC | Oct 3, 2005 | Sep 23, 2005 | -10 | Firm change | Other |