Best Investors Account Sign in

Daniel Kipruto Koech

Equitable Advisors, LLC

Fort Worth, TX

CRD 7336252

Claim This Profile
Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-01
  • TX RA
    APPROVED
    Since 2021-06-01

Branch Locations

801 Cherry Street Suite 2300, Fort Worth, TX 76102 • 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
Equitable Advisors, Llc New York NY 02/2021 Present
Quest Diagnostics Irving TX 06/2019 11/2020
Unemployed Denton TX 11/2020 02/2021
Quest Diagnostics Columbia MO 07/2018 04/2019
Toyota Of Dallas Dallas TX 05/2019 06/2019
Uber Columbia MO 12/2017 11/2019
Unemployed Columbia MO 06/2017 11/2017
University Of Kansas Lawrence KS 01/2013 05/2017
University Of Kansas Men's Track & Field Team Lawrence KS 01/2013 05/2017
University Hospital Columia MO 08/2017 02/2018
  • 02/2021 → Present
    New York, NY
  • 06/2019 → 11/2020
    Quest Diagnostics
    Irving, TX
  • 11/2020 → 02/2021
    Unemployed
    Denton, TX
  • 07/2018 → 04/2019
    Quest Diagnostics
    Columbia, MO
  • 05/2019 → 06/2019
    Toyota Of Dallas
    Dallas, TX
  • 12/2017 → 11/2019
    Uber
    Columbia, MO
  • 06/2017 → 11/2017
    Unemployed
    Columbia, MO
  • 01/2013 → 05/2017
    University Of Kansas
    Lawrence, KS
  • 01/2013 → 05/2017
    University Of Kansas Men's Track & Field Team
    Lawrence, KS
  • 08/2017 → 02/2018
    University Hospital
    Columia, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-15
  • S66 Uniform Combined State Law Examination
    2021-05-15
Other Names
  • Daniel Koech

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor