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 126–148 of 148. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Ruby M. Mabry796097310/21/202610/20/2026Navy Federal Investment Services, LLC138459St. Augustine, FL
Ryan J. Garvey831713710/21/202610/20/2026MML Investors Services, LLC10409Newtown Square, PA
Ryan P. Cameron832997810/21/202610/20/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Aventura, FL
Ryan P. Farrell831966110/21/202610/20/2026Empower Advisory Group, LLC112058Cumming, GA
Scott D. Carrithers694415210/21/202610/20/2026Keystate Advisory, LLC156226Las Vegas, NV
Scott O. Chapman234086710/21/202610/20/2026Kinetic Investment Management, Inc.283034Brooksville, FL
Sean Blem830570210/21/202610/20/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Sarasota, FL
Shaan S. Desai835867910/21/202610/20/2026Florida Financial Advisors, LLC288811Philadelphia, PA
Shawna L. Steward707383810/21/202610/20/2026Edward Jones250Lansdale, PA
Spencer T. Anderson830320710/21/202610/20/2026Strategic Advisers LLC104555Oakdale, MN
Stephanie L. Provost810087610/21/202610/20/2026Invicta Financial Group288008San Diego, CA
Stephen Rifenburgh806559210/21/202610/20/2026Park Avenue Securities LLC46173Jamestown, NY
Tanner R. Creech808947110/21/202610/20/2026Strategic Advisers LLC104555Chicago, IL
Teddy Handoko535529010/21/202610/20/2026Allworth Financial, L.P.111167Walnut Creek, CA
Terri R. Brown660237810/21/202610/20/2026Sustained Wealth Management282634Calabasas, CA
Thomas S. Bernath809191610/21/202610/20/2026Cetera Investment Advisers LLC105644Dublin, OH
Travis Pullen826587810/21/202610/20/2026First Command Advisory Services281958San Antonio, TX
Tyler E. Weibel826006710/21/202610/20/2026Thrivent Investment Management Inc.18387Minneapolis, MN
Veronica A. Rodriguez835153610/21/202610/20/2026Gerber Kawasaki Wealth & Investment Management153649Santa Monica, CA
William A. McClain813473910/21/202610/20/2026Goldman Sachs Wealth Services, L.P.106693Dallas, TX
William H. Greer832014010/21/202610/20/2026Stifel, Nicolaus & Company, Incorporated793Macon, GA
William W. Berendzen822879510/21/202610/20/2026LPL Financial LLC6413Raleigh, NC
Yijia Fan717564810/21/202610/20/2026Ione Capital Management LLC305571Hoboken, NJ

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