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 26–50 of 148. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Chloe J. Valery | 8093614 | 10/21/2026 | 10/20/2026 | LPL Enterprise, LLC | 8733 | Cranberry Township, PA |
| Christine B. Boyette | 8255103 | 10/21/2026 | 10/20/2026 | First Command Advisory Services | 281958 | Huntersville, NC |
| Christopher Tucker | 8272197 | 10/21/2026 | 10/20/2026 | Strategic Advisers LLC | 104555 | Salt Lake City, UT |
| Cole A. Schmitter | 8319502 | 10/21/2026 | 10/20/2026 | Chicago Oakbrook Financial Group | 333344 | Oak Brook, IL |
| Cole D. M. McGowan | 8328709 | 10/21/2026 | 10/20/2026 | Ieq Capital, LLC | 301819 | San Francisco, CA |
| Cole J. Handelman | 8291909 | 10/21/2026 | 10/20/2026 | The Mather Group, LLC | 156005 | Chicago, IL |
| Colin P. Gleason | 8343082 | 10/21/2026 | 10/20/2026 | Edward Jones | 250 | St. Louis, MO |
| Craig J. Jahnke | 6519978 | 10/21/2026 | 10/20/2026 | J.P. Morgan Securities LLC | 79 | New York, NY |
| Damion Bissonnette | 8355244 | 10/21/2026 | 10/20/2026 | Proactive Planning Wealth Advisory | 330272 | Overland Park, KS |
| Damon Bremer | 8362461 | 10/21/2026 | 10/20/2026 | Sherman Financial | 285007 | Chapel Hill, NC |
| Daniel C. Webster | 8296891 | 10/21/2026 | 10/20/2026 | First Command Advisory Services | 281958 | Columbia, SC |
| Daniel Howard | 8358295 | 10/21/2026 | 10/20/2026 | Zuckerman Investment Group | 137785 | Chicago, IL |
| Darren R. Alexander | 8355729 | 10/21/2026 | 10/20/2026 | Raymond James (USA) Ltd. | 25853 | Not reported |
| Darshika A. Patel | 7476592 | 10/21/2026 | 10/20/2026 | Nuveen Asset Management, LLC | 155584 | Chicago, IL |
| David A. Thompson | 6515789 | 10/21/2026 | 10/20/2026 | Osaic Wealth, Inc. | 23131 | Lewisville, TX |
| David F. Morgan | 8334104 | 10/21/2026 | 10/20/2026 | Wells Fargo Clearing Services, LLC | 19616 | Orem, UT |
| David Ricciardelli | 6632530 | 10/21/2026 | 10/20/2026 | Cibc Private Wealth Advisors, Inc. | 109644 | Not reported |
| Devyn Joyce | 8341522 | 10/21/2026 | 10/20/2026 | Equitable Advisors, LLC | 6627 | Charlotte, NC |
| Diya B. Patel | 8325887 | 10/21/2026 | 10/20/2026 | Goodman Financial Corporation | 114637 | Houston, TX |
| Eleanor M. Kagarise | 8128887 | 10/21/2026 | 10/20/2026 | Ameriprise Financial Services, LLC | 6363 | Colorado Springs, CO |
| Elizabeth Mott | 7509766 | 10/21/2026 | 10/20/2026 | Tillman Hartley LLC | 109479 | Satellite Beach, FL |
| Elizabeth S. Caffey | 8335474 | 10/21/2026 | 10/20/2026 | Equitable Advisors, LLC | 6627 | Atlanta, GA |
| Emma K. Mooney | 7614932 | 10/21/2026 | 10/20/2026 | Verum Partners LLC | 301058 | Charlotte, NC |
| Eraldo Daja | 7919950 | 10/21/2026 | 10/20/2026 | Key Financial, Inc. | 116240 | West Chester, PA |
| Eric S. Mehling | 8099049 | 10/21/2026 | 10/20/2026 | LPL Financial LLC | 6413 | Fresno, CA |