Kylee Lin Simon

Current Employers

Equitable Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-05-24
NE	RA	APPROVED	2010-09-10

TX RA
APPROVED_RES

Since 2024-05-24
NE RA
APPROVED

Since 2010-09-10

Branch Locations

1111 North 102Nd Court Ste 228, Omaha, NE 68114 • 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

Organization	City	State	From	To
W.I.T. Capital Management, Llc	Omaha	NE	11/2007	Present
Axa Advisors, Llc	New York	NY	03/2008	06/2020
Equitable Advisors, Llc	New York	NY	03/2008	Present

11/2007 → Present

W.I.T. Capital Management, Llc

Omaha, NE
03/2008 → 06/2020

Axa Advisors, Llc

New York, NY
03/2008 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1. MONEY PIT INVESTMENTS, LLC; RENTAL PROPERTY MANAGER; START 1/2008; APPROX 10 HOURS/MONTH. 2. WIT CAPITAL MANAGEMENT; REGISTERED SALES ASSISTANT BROKER; 1111 N 102ND COURT STE 100, OMAHA NE 68114; START 3/2025. 3. VARIOUS OUTSIDE INSURANCE APPOINTMENTS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-08-27

S66 Uniform Combined State Law Examination

2010-08-27

Other Names

Kylee Lin Robson

View on SEC IAPD

Current Employers

Equitable Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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