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Kurtis Aaron Louie

Equitable Advisors, LLC

San Francisco, CA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-29
  • CA RA
    APPROVED
    Since 2026-01-29

Branch Locations

275 Battery Street Suite 700, San Francisco, CA 94111 • 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
Right Side Up Castro Valley CA 02/2025 12/2025
Snaplogic San Mateo CA 09/2022 03/2024
Lumigo Castro Valley CA 01/2021 03/2022
Redis Mountain View CA 01/2019 01/2021
United Imaging Healthcare Castro Valley CA 07/2018 09/2018
Blackberry San Ramon CA 01/2016 03/2018
Lpl Financial Llc Walnut Creek CA 04/2025 10/2025
Unemployed Castro Valley CA 03/2024 02/2025
Unemployed Castro Valley CA 09/2018 01/2019
Unemployed Castro Valley CA 03/2018 07/2018
Unemployed Castro Valley CA 03/2022 09/2022
Equitable Advisors, Llc New York City NY 01/2026 Present
  • 02/2025 → 12/2025
    Right Side Up
    Castro Valley, CA
  • 09/2022 → 03/2024
    Snaplogic
    San Mateo, CA
  • 01/2021 → 03/2022
    Lumigo
    Castro Valley, CA
  • 01/2019 → 01/2021
    Redis
    Mountain View, CA
  • 07/2018 → 09/2018
    United Imaging Healthcare
    Castro Valley, CA
  • 01/2016 → 03/2018
    Blackberry
    San Ramon, CA
  • 04/2025 → 10/2025
    Lpl Financial Llc
    Walnut Creek, CA
  • 03/2024 → 02/2025
    Unemployed
    Castro Valley, CA
  • 09/2018 → 01/2019
    Unemployed
    Castro Valley, CA
  • 03/2018 → 07/2018
    Unemployed
    Castro Valley, CA
  • 03/2022 → 09/2022
    Unemployed
    Castro Valley, CA
  • 01/2026 → Present
    Equitable Advisors, Llc
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
  • S66 Uniform Combined State Law Examination
    2025-08-28
Other Names
  • Kurtis Aaron Louie
  • Kurtis Louie

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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