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Laron Triston Williams

Equitable Advisors, LLC

Mountlake Terrace, WA

CRD 7174079

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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

AuthorityCategoryStatusDate
WA RA APPROVED 2024-01-11
  • WA RA
    APPROVED
    Since 2024-01-11

Branch Locations

Mountlake Terrace, WA • 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
Edward Jones St Louis MO 09/2019 02/2020
Bi-Mart Ellesnburg WA 10/2017 05/2018
Careful Movers Edmonds WA 07/2019 09/2019
Central Washington University Ellensburg WA 09/2015 06/2019
Pruco Securities, Llc. Bellevue WA 01/2022 12/2023
Arthur Best Bellevue WA 01/2022 12/2023
Careful Movers Edmonds WA 02/2020 Present
Equitable Advisors, Llc New York NY 01/2024 Present
Best Financial Services Everett WA 01/2024 Present
  • 09/2019 → 02/2020
    St Louis, MO
  • 10/2017 → 05/2018
    Bi-Mart
    Ellesnburg, WA
  • 07/2019 → 09/2019
    Careful Movers
    Edmonds, WA
  • 09/2015 → 06/2019
    Central Washington University
    Ellensburg, WA
  • 01/2022 → 12/2023
    Bellevue, WA
  • 01/2022 → 12/2023
    Arthur Best
    Bellevue, WA
  • 02/2020 → Present
    Careful Movers
    Edmonds, WA
  • 01/2024 → Present
    New York, NY
  • 01/2024 → Present
    Best Financial Services
    Everett, WA
Previous Registrations
Other Businesses

2/2020 to Present - CAREFUL MOVERS&#59; Non-investment Related&#59; 24111Highway 99, Suite 303, Edmonds, WA 98026&#59; Moving Company&#59; Operations Manager&#59; Approx. 160 hrs mo., $60K annual comp.&#59; DESCRIPTION: I answer incoming phone calls, sell jobs, do estimates, manage employees, fill gaps in the crew when people cant make it in etc.01/2024 to Present - Best Financial Services DBA&#59; Investment Related&#59; 12310 HIGHWAY 99, SUITE 221, EVERETT, WA 98204&#59; Financial Professionals&#59; Registered Sales Assistant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
  • S66 Uniform Combined State Law Examination
    2019-11-22
Other Names
  • Triston Williams

View on SEC IAPD

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