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Katie Jane Mcdonald

Equitable Advisors, LLC

Wellesley, MA

Portsmouth, NH

Nashua, NH

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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_RES 2024-07-03
NH RA APPROVED 2021-06-28
  • TX RA
    APPROVED_RES
    Since 2024-07-03
  • NH RA
    APPROVED
    Since 2021-06-28

Branch Locations

93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States

100 International Drive Ste 340, Portsmouth, NH 03801 • United States

Nashua, NH • 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
Sheraton Myrtle Beach Convention Center Hotel Myrtle Beach SC 09/2017 04/2018
Hayward's Ice Cream Stand Nashua NH 03/2011 10/2018
Lululemon Myrtle Beach SC 05/2018 08/2018
Gap, Inc. / Old Navy Myrtle Beach SC 10/2011 02/2017
Coastal Carolina University Conway SC 08/2014 05/2018
Unemployed Nashua NH 10/2018 02/2019
Axa Advisors, Llc New York NY 02/2019 06/2020
Equitable Advisors, Llc New York NY 02/2019 Present
  • 09/2017 → 04/2018
    Sheraton Myrtle Beach Convention Center Hotel
    Myrtle Beach, SC
  • 03/2011 → 10/2018
    Hayward's Ice Cream Stand
    Nashua, NH
  • 05/2018 → 08/2018
    Lululemon
    Myrtle Beach, SC
  • 10/2011 → 02/2017
    Gap, Inc. / Old Navy
    Myrtle Beach, SC
  • 08/2014 → 05/2018
    Coastal Carolina University
    Conway, SC
  • 10/2018 → 02/2019
    Unemployed
    Nashua, NH
  • 02/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2019 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-25
S63 Uniform Securities Agent State Law Examination 2019-09-12
  • S65 Uniform Investment Adviser Law Examination
    2021-06-25
  • S63 Uniform Securities Agent State Law Examination
    2019-09-12
Other Names
  • Katie Jane Mcdonald
  • Katie Mcdonald

View on SEC IAPD

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Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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