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 76–100 of 148. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Jeffrey Shibata832675610/21/202610/20/2026MML Investors Services, LLC10409Atlanta, GA
Jeremy E. Schoenherr695585810/21/202610/20/2026Summit Financial, LLC299322Stevens Point, WI
Jessica L. Massas811610510/21/202610/20/2026Goldman Sachs Wealth Services, L.P.106693Cohoes, NY
Jilian Glynn797494810/21/202610/20/2026Strategic Advisers LLC104555Nashua, NH
Joel G. Johnson811798410/21/202610/20/2026Raymond James Financial Services Advisors, Inc.149018Charlottesville, VA
Jonah Geiger833137910/21/202610/20/2026Equitable Advisors, LLC6627Scottsdale, AZ
Jonathan Buczek831141610/21/202610/20/2026PFS Investments Inc.10111Winter Haven, FL
Jonathan P. Tysman808471310/21/202610/20/2026LPL Financial LLC6413Grand Rapids, MI
Jones McNamara835365810/21/202610/20/2026Captrust175112Dallas, TX
Jordan A. Dillon784324610/21/202610/20/2026Wedbush Securities Inc.877Newport Beach, CA
Joseph W. Grundy170007510/21/202610/20/2026Grundy Financial Advisory Services288188Township Of Washington, NJ
Joshua W. Smith810243410/21/202610/20/2026MML Investors Services, LLC10409Plymouth, MN
Justin A. Aughinbaugh732126510/21/202610/20/2026LPL Financial LLC6413Seven Fields, PA
Justin A. Yager803640110/21/202610/20/2026Brightpath Wealth Advisors LLC164209Raleigh, NC
Justin Conover827329710/21/202610/20/2026UBS Financial Services Inc.8174Boston, MA
Justine S. Li665776610/21/202610/20/2026RBC Rochdale, LLC117198New York, NY
Kari R. Skyles677761310/21/202610/20/2026Bankers Life Advisory Services, Inc.281285Chesterfield, MO
Kathryn V. Burgett638524010/21/202610/20/2026Vanguard Advisers, Inc.106715Charlotte, NC
Kelly M. Frisch826721610/21/202610/20/2026Morgan Stanley149777Short Hills, NJ
Kenedy A. Stroup815198410/21/202610/20/2026MML Investors Services, LLC10409Lewistown, PA
Kerri A. Lawson809897310/21/202610/20/2026Morgan Stanley149777Atlanta, GA
Kimberlyn C. Balz594006910/21/202610/20/2026One Capital Management, LLC114861New York, NY
Krish G. Jain828634110/21/202610/20/2026Kovack Advisors, Inc.140808Floral Park, NY
Lane Lancaster834840910/21/202610/20/2026New Wave Wealth Advisors323414Springdale, AR
Lauren G. Larsen793908310/21/202610/20/2026Morgan Stanley149777Vancouver, WA

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