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Dawn Michele Ornelas

Equitable Advisors, LLC

Austin, TX

San Marcos, TX

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-07
  • TX RA
    APPROVED
    Since 2021-01-07

Branch Locations

8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • United States

San Marcos, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert Flores Corpus Christi TX 05/2026 Present
Fidelity Investments New York NY 03/2016 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Unemployed San Marcos TX 08/2018 08/2020
Jared Gaddis San Antonio TX 08/2020 06/2026
Equitable Advisors, Llc New York NY 08/2020 Present
  • 05/2026 → Present
    Robert Flores
    Corpus Christi, TX
  • 03/2016 → 08/2018
    Fidelity Investments
    New York, NY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2018 → 08/2020
    Unemployed
    San Marcos, TX
  • 08/2020 → 06/2026
    Jared Gaddis
    San Antonio, TX
  • 08/2020 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
  • 2018-07-13 → 2018-09-11
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-04-27 → 2018-07-13
    Strategic Advisers Llc
    New York, NY
  • 2005-07-04 → 2015-03-19
    Equitable Advisors, Llc
    New York, NY
    Austin, TX
    Austin, TX
Other Businesses

Jared Gaddis-registered representative at Equitable Advisors, LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-01
  • S66 Uniform Combined State Law Examination
    2005-07-01
Other Names
  • Dawn Mcclement
  • Dawn Michele Ornelas
  • Dawn Ornelas

View on SEC IAPD

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ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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