Taisha Roche

Equitable Advisors, LLC

Saint Johns, FL

CRD 7362210

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-07-07

FL RA
APPROVED

Since 2023-07-07

Branch Locations

Saint Johns, FL • 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
University Of North Florida	Jacksonville	FL	08/2014	07/2020
University Of North Florida	Jacksonville	FL	01/2016	01/2017
Self- Employed	Jacksonville	FL	01/2017	03/2020
Unemployed	Jacksonville	FL	08/2020	03/2021
Equitable Advisors Llc	Jacksonville	FL	04/2021	04/2023
Equitable	Jacksonville	FL	05/2023	Present
Equitable Advisors, Llc	New York	NY	05/2023	Present

08/2014 → 07/2020

University Of North Florida

Jacksonville, FL
01/2016 → 01/2017

University Of North Florida

Jacksonville, FL
01/2017 → 03/2020

Self- Employed

Jacksonville, FL
08/2020 → 03/2021

Unemployed

Jacksonville, FL
04/2021 → 04/2023

Equitable Advisors Llc

Jacksonville, FL
05/2023 → Present

Equitable

Jacksonville, FL
05/2023 → Present

Equitable Advisors, Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-22

S66 Uniform Combined State Law Examination

2023-06-22

View on SEC IAPD

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