Emily Hope Agosto

Current Employers

Propel Financial Advisors, Llc

Chicago, IL • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-03-11
IL	RA	APPROVED	2018-12-06

NY RA
APPROVED

Since 2022-03-11
IL RA
APPROVED

Since 2018-12-06

Branch Locations

Chicago, IL • 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
Mitchell, Vaught And Taylor, Inc.	Chicago	IL	10/2010	10/2018
Dw Agosto Tax Planning Llc	Chicago	IL	01/2016	Present
Merriment Advisors, Llc	Chicago	IL	10/2018	Present

10/2010 → 10/2018

Mitchell, Vaught And Taylor, Inc.

Chicago, IL
01/2016 → Present

Dw Agosto Tax Planning Llc

Chicago, IL
10/2018 → Present

Merriment Advisors, Llc

Chicago, IL

Previous Registrations

2012-02-27 → 2018-11-15

Mitchell Vaught & Taylor Inc

Chicago, IL

Other Businesses

DW Agosto Tax Planning LLC, not investment related, 3639 N Sacramento Ave Chicago, IL, tax planning and accounting, owner since 01/2016, 32 hours monthly, 32 hours during securities trading hours, tax planning and preparation, accounting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-02-24

S65 Uniform Investment Adviser Law Examination

2012-02-24

Other Names

Emily Hope Agosto

View on SEC IAPD