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Detailed Report
LISA MARIE MCCUE
LISA MARIE SHELEY
CRD#: 5165028
IA
Investment Adviser
B
Broker
EQUITABLE ADVISORS, LLCCRD#: 6627 7400 W 110TH STREET
SUITE 700
OVERLAND PARK, KS 66210
Registration History
201220142016201820202022202420262 FIRMS2016 - 2025 (8 years)2 FIRMS2025 - Present (<1 year)BSTIFEL, NICOLAUS & COMPANY, IN... (CRD# 793)2011 - 2016 (4 years)
License(s)

State Registrations

B
Kansas 2/26/2025
B
Nebraska 2/26/2025
IA
Kansas 2/26/2025
IA
Nebraska 2/26/2025
B
Missouri 2/27/2025

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)
7400 W 110TH STREET SUITE 700, OVERLAND PARK, KS 66210
Registered with this firm since 2/26/2025
B
EQUITABLE ADVISORS, LLC (CRD#:6627)
7400 W 110TH STREET SUITE 700, OVERLAND PARK, KS 66210
Registered with this firm since 2/26/2025
Previous Registration(s)
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IA
 12/13/2016 - 02/28/2025 OPPENHEIMER & CO. INC. (CRD#:249) TOPEKA, KS
B
 11/04/2016 - 02/28/2025 OPPENHEIMER & CO. INC. (CRD#:249) TOPEKA, KS
B
 07/25/2011 - 06/07/2016 STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD#:793) TOPEKA, KS
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.