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William Alan Freeman

Equitable Advisors, LLC

San Antonio, TX

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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 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

8000 Ih 10 West Suite 750, San Antonio, TX 78230 • 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 05/2026 Present
American Century Investment Services, Inc. Kansas City MO 09/2024 05/2026
Chick-Fil-A Mckinney TX 09/2023 01/2024
Bank Of The West Greenwood Village CO 09/2022 12/2022
Three Leaf Farm Lafayette CO 05/2022 07/2022
Uber Eats Lees Summit MO 01/2019 11/2025
Chick-Fil-A Lakewood CO 05/2021 12/2021
Colorado Christian Univeristy Lakewood CO 08/2020 05/2021
Chick-Fil-A Mckinney TX 10/2019 08/2020
Homeschooled Mckinney TX 08/2014 05/2020
Santorini Greek Grill Mckinney TX 06/2019 07/2019
  • 05/2026 → Present
    Equitable Advisors, Llc.
    New York, NY
  • 09/2024 → 05/2026
    American Century Investment Services, Inc.
    Kansas City, MO
  • 09/2023 → 01/2024
    Chick-Fil-A
    Mckinney, TX
  • 09/2022 → 12/2022
    Bank Of The West
    Greenwood Village, CO
  • 05/2022 → 07/2022
    Three Leaf Farm
    Lafayette, CO
  • 01/2019 → 11/2025
    Uber Eats
    Lees Summit, MO
  • 05/2021 → 12/2021
    Chick-Fil-A
    Lakewood, CO
  • 08/2020 → 05/2021
    Colorado Christian Univeristy
    Lakewood, CO
  • 10/2019 → 08/2020
    Chick-Fil-A
    Mckinney, TX
  • 08/2014 → 05/2020
    Homeschooled
    Mckinney, TX
  • 06/2019 → 07/2019
    Santorini Greek Grill
    Mckinney, TX
Other Businesses

1. Uber; 5303 Hamilton Wolfe #1111 San Antonio, TX 78229; Freelance Food delivery for Uber Eats; Start 6/1/2026; Approx 10 hours/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-02
S63 Uniform Securities Agent State Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-02
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29
Other Names
  • William Alan Freeman
  • William Freeman

View on SEC IAPD

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