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Detailed Report
DAVID PATRICK BOLDUC
DAVID BOLDUC
CRD#: 2062705
IA
Investment Adviser
B
Broker
EQUITABLE ADVISORS, LLCCRD#: 6627 2050 MAIN STREET, SUITE 500
IRVINE, CA 92614
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2018 - 2023 (5 years)2 FIRMS2023 - 2024 (<1 year)2 FIRMS2024 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1996 - 1997 (<1 year)
License(s)

State Registrations

B
California 12/4/2024
B
New Jersey 12/4/2024
IA
California 12/4/2024
IA
New Jersey 12/5/2024
B
Louisiana 12/10/2024
B
Texas 12/4/2024
IA
Louisiana 12/11/2024
IA
Texas 12/4/2024
B
New Hampshire 12/4/2024
B
Wisconsin 4/7/2025
IA
New Hampshire 12/5/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EQUITABLE ADVISORS, LLC (CRD#:6627)
2050 MAIN STREET, SUITE 500, IRVINE, CA 92614
Registered with this firm since 12/4/2024
B
EQUITABLE ADVISORS, LLC (CRD#:6627)
2050 MAIN STREET, SUITE 500, IRVINE, CA 92614
Registered with this firm since 12/4/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/03/2023 - 10/25/2024 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) ORANGE, CA
B
 11/03/2023 - 10/25/2024 PRUCO SECURITIES, LLC. (CRD#:5685) ORANGE, CA
IA
 05/24/2018 - 06/06/2023 LPL FINANCIAL LLC (CRD#:6413) HUNTINGTON BEACH, CA
B
 01/23/2018 - 06/06/2023 LPL FINANCIAL LLC (CRD#:6413) HUNTINGTON BEACH, CA
B
 05/28/1996 - 04/11/1997 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.