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·Edition ·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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Aaron W. Furlong | 8342833 | 10/21/2026 | 10/20/2026 | State Farm Investment Management Corp. | 3487 | Schertz, TX |
| Abby C. Guest | 8313567 | 10/21/2026 | 10/20/2026 | Wells Fargo Clearing Services, LLC | 19616 | Troy, MI |
| Aidan Daly | 7965278 | 10/21/2026 | 10/20/2026 | Brady Martz Wealth Solutions, LLC | 331043 | Corinth, TX |
| Aidan I. Tinnon | 8348803 | 10/21/2026 | 10/20/2026 | Wafd Wealth, Inc. | 337346 | Seattle, WA |
| Alana Loy | 7770503 | 10/21/2026 | 10/20/2026 | UBS Financial Services Inc. | 8174 | Dallas, TX |
| Alexander C. Holmberg | 8148817 | 10/21/2026 | 10/20/2026 | State Farm Investment Management Corp. | 3487 | Corvallis, OR |
| Alexander M. Berrey | 7397935 | 10/21/2026 | 10/20/2026 | Osaic Wealth, Inc. | 23131 | Lewisville, TX |
| Alexander Newmark | 7402996 | 10/21/2026 | 10/20/2026 | J.P. Morgan Securities LLC | 79 | Lexington, KY |
| Alicia M. Earnest | 8353830 | 10/21/2026 | 10/20/2026 | Pinkerton Wealth Partners | 120973 | Conroe, TX |
| Andres Angeles | 7926160 | 10/21/2026 | 10/20/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Coral Gables, FL |
| Andres Barbosa | 7598451 | 10/21/2026 | 10/20/2026 | J.P. Morgan Securities LLC | 79 | Fleming Island, FL |
| Anna C. Burton | 6887686 | 10/21/2026 | 10/20/2026 | PFS Investments Inc. | 10111 | Casper, WY |
| Anthony Pesini | 8346888 | 10/21/2026 | 10/20/2026 | MML Investors Services, LLC | 10409 | Wall Township, NJ |
| Beckett Saline | 8362129 | 10/21/2026 | 10/20/2026 | Fisher Investments | 107342 | Tampa, FL |
| Beth A. D. Leake | 8356871 | 10/21/2026 | 10/20/2026 | Sentinel Asset Management, LLC | 302082 | Fulton, MD |
| Bryan Reynoso | 8101463 | 10/21/2026 | 10/20/2026 | TD Private Client Wealth LLC | 164484 | White Plains, NY |
| Bryce M. Edwards | 7606917 | 10/21/2026 | 10/20/2026 | Vanguard Advisers, Inc. | 106715 | Charlotte, NC |
| Cade Kozuma | 7885378 | 10/21/2026 | 10/20/2026 | Equitable Advisors, LLC | 6627 | Honolulu, HI |
| Camren J. Dennee | 7998170 | 10/21/2026 | 10/20/2026 | Cetera Investment Advisers LLC | 105644 | Marshfield, WI |
| Carlton Light | 5429768 | 10/21/2026 | 10/20/2026 | J.P. Morgan Securities LLC | 79 | New York, NY |
| Carol M. M. Conrado | 8267726 | 10/21/2026 | 10/20/2026 | LPL Enterprise, LLC | 8733 | Tampa, FL |
| Chandler R. Arlen | 6228851 | 10/21/2026 | 10/20/2026 | Osaic Wealth, Inc. | 23131 | Denver, CO |
| Charles Z. August | 7898037 | 10/21/2026 | 10/20/2026 | UBS Financial Services Inc. | 8174 | San Francisco, CA |
| Chase Hughes | 8258097 | 10/21/2026 | 10/20/2026 | MML Investors Services, LLC | 10409 | Atlanta, GA |
| Chau Ngo | 8144512 | 10/21/2026 | 10/20/2026 | Eagle Strategies LLC | 110826 | Bellevue, WA |