NEW ADVISERS

Equitable has 8 of 148 first adviser registrations

The full-period count covers first adviser registrations dated October 20, 2026. Equitable Advisors had the largest listed-firm count in the reported distribution.

By Daniel Mercer··1 min read

Jake L. Sacco and Devyn Joyce were listed with Equitable Advisors, LLC, and each had a source-reported first adviser registration dated October 20, 2026. The complete roster counts 148 first adviser registrations for that date; eight were listed with Equitable.

The firm counts in the same roster include seven people listed with MML Investors Services, LLC, seven with LPL Financial LLC and six with Strategic Advisers LLC. The remaining 120 are grouped as people listed with all other firms.

Anthony Pesini and Jeffrey Shibata were among those listed with MML Investors Services, LLC; Redus M. Tittle and William W. Berendzen were listed with LPL Financial LLC. Each of their source-reported first adviser registration dates was October 20, 2026.

These are first adviser registration dates, not evidence of a hiring date, career start or first industry job. The listed firm is the current source-reported affiliation and is not necessarily the firm where the person first registered. Branch locations were observed separately on October 21, 2026, and do not establish a person’s residence or sole workplace.

First adviser registrations

The advisers below account for all 148 source-reported first adviser registrations on 10/20/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 1–25 of 148. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Aaron W. Furlong834283310/21/202610/20/2026State Farm Investment Management Corp.3487Schertz, TX
Abby C. Guest831356710/21/202610/20/2026Wells Fargo Clearing Services, LLC19616Troy, MI
Aidan Daly796527810/21/202610/20/2026Brady Martz Wealth Solutions, LLC331043Corinth, TX
Aidan I. Tinnon834880310/21/202610/20/2026Wafd Wealth, Inc.337346Seattle, WA
Alana Loy777050310/21/202610/20/2026UBS Financial Services Inc.8174Dallas, TX
Alexander C. Holmberg814881710/21/202610/20/2026State Farm Investment Management Corp.3487Corvallis, OR
Alexander M. Berrey739793510/21/202610/20/2026Osaic Wealth, Inc.23131Lewisville, TX
Alexander Newmark740299610/21/202610/20/2026J.P. Morgan Securities LLC79Lexington, KY
Alicia M. Earnest835383010/21/202610/20/2026Pinkerton Wealth Partners120973Conroe, TX
Andres Angeles792616010/21/202610/20/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Coral Gables, FL
Andres Barbosa759845110/21/202610/20/2026J.P. Morgan Securities LLC79Fleming Island, FL
Anna C. Burton688768610/21/202610/20/2026PFS Investments Inc.10111Casper, WY
Anthony Pesini834688810/21/202610/20/2026MML Investors Services, LLC10409Wall Township, NJ
Beckett Saline836212910/21/202610/20/2026Fisher Investments107342Tampa, FL
Beth A. D. Leake835687110/21/202610/20/2026Sentinel Asset Management, LLC302082Fulton, MD
Bryan Reynoso810146310/21/202610/20/2026TD Private Client Wealth LLC164484White Plains, NY
Bryce M. Edwards760691710/21/202610/20/2026Vanguard Advisers, Inc.106715Charlotte, NC
Cade Kozuma788537810/21/202610/20/2026Equitable Advisors, LLC6627Honolulu, HI
Camren J. Dennee799817010/21/202610/20/2026Cetera Investment Advisers LLC105644Marshfield, WI
Carlton Light542976810/21/202610/20/2026J.P. Morgan Securities LLC79New York, NY
Carol M. M. Conrado826772610/21/202610/20/2026LPL Enterprise, LLC8733Tampa, FL
Chandler R. Arlen622885110/21/202610/20/2026Osaic Wealth, Inc.23131Denver, CO
Charles Z. August789803710/21/202610/20/2026UBS Financial Services Inc.8174San Francisco, CA
Chase Hughes825809710/21/202610/20/2026MML Investors Services, LLC10409Atlanta, GA
Chau Ngo814451210/21/202610/20/2026Eagle Strategies LLC110826Bellevue, WA

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