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Kota Shore Gottfried

Equitable Advisors, LLC

Overland Park, KS

CRD 8123089

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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
TX RA APPROVED 2026-06-24
KS RA APPROVED 2025-08-05
  • TX RA
    APPROVED
    Since 2026-06-24
  • KS RA
    APPROVED
    Since 2025-08-05

Branch Locations

7400 W 110Th Street Suite 700, Overland Park, KS 66210 • 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
Mike Brown Contractors Bonner Springs KS 02/2021 07/2025
Centimark Roofing Lenexa KS 08/2019 02/2021
Taylor Made Catering Lenexa KS 06/2014 07/2019
Equitable Advisors, Llc. New York NY 07/2025 Present
  • 02/2021 → 07/2025
    Mike Brown Contractors
    Bonner Springs, KS
  • 08/2019 → 02/2021
    Centimark Roofing
    Lenexa, KS
  • 06/2014 → 07/2019
    Taylor Made Catering
    Lenexa, KS
  • 07/2025 → Present
    Equitable Advisors, Llc.
    New York, NY
Other Businesses

1. Rancho Grande Cantina; 921 Liberty Dr, B, Liberty, MO 64068; Server; Start 7/1/2026; Approximately 15 hours/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-07
  • S66 Uniform Combined State Law Examination
    2025-05-07
Other Names
  • Kota Gottfried

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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