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 51–75 of 148. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Ethan Bazan769563510/21/202610/20/2026Charles Schwab & Co., Inc.5393Chesterfield, MO
Evan Eldridge663706210/21/202610/20/2026State Farm Investment Management Corp.3487Battle Creek, MI
Garrett Nelson832065210/21/202610/20/2026LPL Enterprise, LLC8733Gorham, ME
Gavin W. Danitz806585210/21/202610/20/2026MML Investors Services, LLC10409Wall Township, NJ
Gavin Ware818126810/21/202610/20/2026Strategic Advisers LLC104555Glen Allen, VA
Gentry L. Dalton808969010/21/202610/20/2026Vanguard Advisers, Inc.106715Plano, TX
Gianna LaGrego832979710/21/202610/20/2026Blackrock Investment Management, LLC108928Princeton, NJ
Ginger L. Brauneis831195010/21/202610/20/2026Irving Street LLC343099Pensacola, FL
Gunnar Koenig703618810/21/202610/20/2026State Farm Investment Management Corp.3487Lenexa, KS
Haleigh H. Moody700424210/21/202610/20/2026Stonex Advisors Inc.174182Macon, GA
Hallie D. Lindgren814144110/21/202610/20/2026Cambridge Investment Research Advisors, Inc.134139Bagley, MN
Hassan Davis633292010/21/202610/20/2026LPL Financial LLC6413San Diego, CA
Hector A. M. Olivas730069810/21/202610/20/2026Santa Barbara Management334801Montecito, CA
Ilya Kogan575117110/21/202610/20/2026J.P. Morgan Securities LLC79Palm Beach, FL
Imodu I. Kerobo609446110/21/202610/20/2026Noya Investment Advisors LLC344560Birmingham, MI
Isabella M. Hessel756385710/21/202610/20/2026J.P. Morgan Securities LLC79New York, NY
Jackson A. Bruscianelli790714810/21/202610/20/2026B. Riley Wealth Advisors, Inc.115927Chicago, IL
Jackson Lewis821552210/21/202610/20/2026Strategic Advisers LLC104555Merrimack, NH
Jackson T. Ross787629410/21/202610/20/2026Concurrent Investment Advisors, LLC323135Northfield, NJ
Jacob E. Byers821910510/21/202610/20/2026Cetera Investment Advisers LLC105644Birmingham, AL
Jake L. Sacco834820410/21/202610/20/2026Equitable Advisors, LLC6627New York, NY
Janelle D. Romano797796610/21/202610/20/2026Provident Wealth Advisors, LLC157392The Woodlands, TX
Jason D. Schantz834240610/21/202610/20/2026Captrust175112Rochester, NY
Jason M. Dietrich680380810/21/202610/20/2026RKL Private Wealth122693Lancaster, PA
Jeffrey M. Richards831930210/21/202610/20/2026Edward Jones250St. Louis, MO

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