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 76–100 of 148. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Jeffrey Shibata | 8326756 | 10/21/2026 | 10/20/2026 | MML Investors Services, LLC | 10409 | Atlanta, GA |
| Jeremy E. Schoenherr | 6955858 | 10/21/2026 | 10/20/2026 | Summit Financial, LLC | 299322 | Stevens Point, WI |
| Jessica L. Massas | 8116105 | 10/21/2026 | 10/20/2026 | Goldman Sachs Wealth Services, L.P. | 106693 | Cohoes, NY |
| Jilian Glynn | 7974948 | 10/21/2026 | 10/20/2026 | Strategic Advisers LLC | 104555 | Nashua, NH |
| Joel G. Johnson | 8117984 | 10/21/2026 | 10/20/2026 | Raymond James Financial Services Advisors, Inc. | 149018 | Charlottesville, VA |
| Jonah Geiger | 8331379 | 10/21/2026 | 10/20/2026 | Equitable Advisors, LLC | 6627 | Scottsdale, AZ |
| Jonathan Buczek | 8311416 | 10/21/2026 | 10/20/2026 | PFS Investments Inc. | 10111 | Winter Haven, FL |
| Jonathan P. Tysman | 8084713 | 10/21/2026 | 10/20/2026 | LPL Financial LLC | 6413 | Grand Rapids, MI |
| Jones McNamara | 8353658 | 10/21/2026 | 10/20/2026 | Captrust | 175112 | Dallas, TX |
| Jordan A. Dillon | 7843246 | 10/21/2026 | 10/20/2026 | Wedbush Securities Inc. | 877 | Newport Beach, CA |
| Joseph W. Grundy | 1700075 | 10/21/2026 | 10/20/2026 | Grundy Financial Advisory Services | 288188 | Township Of Washington, NJ |
| Joshua W. Smith | 8102434 | 10/21/2026 | 10/20/2026 | MML Investors Services, LLC | 10409 | Plymouth, MN |
| Justin A. Aughinbaugh | 7321265 | 10/21/2026 | 10/20/2026 | LPL Financial LLC | 6413 | Seven Fields, PA |
| Justin A. Yager | 8036401 | 10/21/2026 | 10/20/2026 | Brightpath Wealth Advisors LLC | 164209 | Raleigh, NC |
| Justin Conover | 8273297 | 10/21/2026 | 10/20/2026 | UBS Financial Services Inc. | 8174 | Boston, MA |
| Justine S. Li | 6657766 | 10/21/2026 | 10/20/2026 | RBC Rochdale, LLC | 117198 | New York, NY |
| Kari R. Skyles | 6777613 | 10/21/2026 | 10/20/2026 | Bankers Life Advisory Services, Inc. | 281285 | Chesterfield, MO |
| Kathryn V. Burgett | 6385240 | 10/21/2026 | 10/20/2026 | Vanguard Advisers, Inc. | 106715 | Charlotte, NC |
| Kelly M. Frisch | 8267216 | 10/21/2026 | 10/20/2026 | Morgan Stanley | 149777 | Short Hills, NJ |
| Kenedy A. Stroup | 8151984 | 10/21/2026 | 10/20/2026 | MML Investors Services, LLC | 10409 | Lewistown, PA |
| Kerri A. Lawson | 8098973 | 10/21/2026 | 10/20/2026 | Morgan Stanley | 149777 | Atlanta, GA |
| Kimberlyn C. Balz | 5940069 | 10/21/2026 | 10/20/2026 | One Capital Management, LLC | 114861 | New York, NY |
| Krish G. Jain | 8286341 | 10/21/2026 | 10/20/2026 | Kovack Advisors, Inc. | 140808 | Floral Park, NY |
| Lane Lancaster | 8348409 | 10/21/2026 | 10/20/2026 | New Wave Wealth Advisors | 323414 | Springdale, AR |
| Lauren G. Larsen | 7939083 | 10/21/2026 | 10/20/2026 | Morgan Stanley | 149777 | Vancouver, WA |