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Kaitlin Patt

Equitable Advisors, LLC

Rochester, NY

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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 2026-04-15
NY RA APPROVED 2025-04-24
  • TX RA
    APPROVED
    Since 2026-04-15
  • NY RA
    APPROVED
    Since 2025-04-24

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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
Young Women's College Prep Charter School Rochester NY 09/2023 07/2024
Heritage Christian Services Rochester NY 11/2023 03/2024
Spencerport Central School District Spencerport NY 09/2021 09/2023
The Distillery Rochester NY 09/2021 12/2022
Palmyra-Macedon Highschool Palmyra NY 07/2021 08/2021
Suny Fredonia Fredonia NY 08/2019 05/2021
Seabreeze Amusement Park Rochester NY 06/2016 05/2020
Macgregor's Grill & Tap Room Rochester NY 06/2019 01/2020
Northampton Park Spencerport NY 12/2016 01/2019
Fredonia Middle School Fredonia NY 05/2021 05/2021
Suny Fredonia Fredonia NY 08/2017 05/2021
Spencerport High School Spencerport NY 09/2013 06/2017
Unemployed Spencerport NY 08/2024 04/2025
Equitable Advisors, Llc. New York NY 04/2025 Present
  • 09/2023 → 07/2024
    Young Women's College Prep Charter School
    Rochester, NY
  • 11/2023 → 03/2024
    Heritage Christian Services
    Rochester, NY
  • 09/2021 → 09/2023
    Spencerport Central School District
    Spencerport, NY
  • 09/2021 → 12/2022
    The Distillery
    Rochester, NY
  • 07/2021 → 08/2021
    Palmyra-Macedon Highschool
    Palmyra, NY
  • 08/2019 → 05/2021
    Suny Fredonia
    Fredonia, NY
  • 06/2016 → 05/2020
    Seabreeze Amusement Park
    Rochester, NY
  • 06/2019 → 01/2020
    Macgregor's Grill & Tap Room
    Rochester, NY
  • 12/2016 → 01/2019
    Northampton Park
    Spencerport, NY
  • 05/2021 → 05/2021
    Fredonia Middle School
    Fredonia, NY
  • 08/2017 → 05/2021
    Suny Fredonia
    Fredonia, NY
  • 09/2013 → 06/2017
    Spencerport High School
    Spencerport, NY
  • 08/2024 → 04/2025
    Unemployed
    Spencerport, NY
  • 04/2025 → Present
    Equitable Advisors, Llc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-15
  • S66 Uniform Combined State Law Examination
    2025-04-15

View on SEC IAPD

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JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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