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Detailed Report
JEFFREY DITALIA
JEFFREY DITALI
CRD#: 3092422
IA
Investment Adviser
B
Broker
EQUITABLE ADVISORS, LLCCRD#: 6627 15 E RIDGE PIKE
CONSHOHOCKEN, PA 19428
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2011 - 2016 (5 years)2 FIRMS2016 - 2016 (<1 year)2 FIRMS2016 - Present (8 years)BAXA ADVISORS, LLC (CRD# 6627)1998 - 2011 (12 years)BTHE EQUITABLE LIFE ASSURANCE S... (CRD# 4039)1998 - 2000 (1 year)IAFIRSTRUST FINANCIAL ADVISORS (CRD# 131620)2004 - 2016 (11 years)IAAXA ADVISORS, LLC (CRD# 6627)2005 - 2011 (6 years)IAPROGRESS FINANCIAL ADVISORS (CRD# 119114)2001 - 2004 (3 years)
License(s)

State Registrations

B
Alabama 4/30/2021
IA
New Jersey 8/4/2016
B
California 3/10/2023
B
New York 7/22/2016
IA
California 3/14/2023
B
North Carolina 7/22/2016
B
Colorado 8/16/2023
IA
North Carolina 8/2/2016
IA
Colorado 8/21/2023
B
Ohio 7/22/2016
B
Delaware 7/22/2016
IA
Ohio 8/2/2016
IA
Delaware 8/9/2016
B
Pennsylvania 7/22/2016
B
Florida 7/22/2016
IA
Pennsylvania 7/22/2016
IA
Florida 7/25/2016
B
South Carolina 7/22/2016
B
Georgia 7/22/2016
IA
South Carolina 8/3/2016
IA
Georgia 8/2/2016
B
Texas 7/22/2016
B
Illinois 2/1/2022
IA
Texas 7/22/2016
IA
Illinois 2/10/2022
B
Virginia 7/22/2016
B
Indiana 11/8/2022
IA
Virginia 8/3/2016
B
Maryland 2/7/2017
B
Washington 2/3/2023
IA
Maryland 3/6/2017
IA
Washington 2/6/2023
B
Missouri 7/22/2016
B
Wyoming 3/25/2021
IA
Missouri 8/4/2016
IA
Wyoming 4/26/2021
B
New Jersey 7/22/2016

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)
15 E RIDGE PIKE, CONSHOHOCKEN, PA 19428
15 E. RIDGE PIKE, CONSHOHOCKEN, PA 19428
Registered with this firm since 7/22/2016
B
EQUITABLE ADVISORS, LLC (CRD#:6627)
15 E RIDGE PIKE, CONSHOHOCKEN, PA 19428
15 E. RIDGE PIKE, CONSHOHOCKEN, PA 19428
Registered with this firm since 7/22/2016
Previous Registration(s)
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IA
 09/08/2004 - 08/02/2016 FIRSTRUST FINANCIAL ADVISORS (CRD#:131620) PHILADELPHIA, PA
IA
 07/06/2016 - 07/25/2016 MSI FINANCIAL SERVICES, INC. (CRD#:14251) CONSHOHOCKEN, PA
B
 07/06/2016 - 07/25/2016 MSI FINANCIAL SERVICES, INC. (CRD#:14251) CONSHOHOCKEN, PA
IA
 02/04/2011 - 07/01/2016 METLIFE SECURITIES INC. (CRD#:14251) PHILADELPHIA, PA
B
 02/04/2011 - 07/01/2016 METLIFE SECURITIES, INC (CRD#:14251) PHILADELPHIA, PA
IA
 02/02/2005 - 02/10/2011 AXA ADVISORS, LLC (CRD#:6627) PHILADELPHIA, PA
B
 08/06/1998 - 02/10/2011 AXA ADVISORS, LLC (CRD#:6627) PHILADELPHIA, PA
IA
 08/09/2001 - 12/17/2004 PROGRESS FINANCIAL ADVISORS (CRD#:119114) PHILADELPHIA, PA
B
 08/06/1998 - 01/05/2000 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039) NEW YORK, NY
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.