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Inactive

Isabella Dantas Mccloskey

Nerdwallet Wealth Partners, LLC

New York, NY

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Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-03
  • NY RA
    APPROVED
    Since 2026-03-03

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • 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
Nexus Ligas Belo Horizonte 06/2024 08/2024
Omni 360 Advisors Plainsboro NJ 06/2023 08/2023
University Of Michigan Ann Arbor MI 08/2021 05/2025
Unemployed Princeton Junction NJ 06/2025 09/2025
West Windsor Plainsboro High School South West Windsor NJ 09/2016 06/2020
Unemployed Princeton Junction NJ 06/2020 08/2021
Equitable Advisors, Llc New York NY 09/2025 Present
  • 06/2024 → 08/2024
    Nexus Ligas
    Belo Horizonte
  • 06/2023 → 08/2023
    Omni 360 Advisors
    Plainsboro, NJ
  • 08/2021 → 05/2025
    University Of Michigan
    Ann Arbor, MI
  • 06/2025 → 09/2025
    Unemployed
    Princeton Junction, NJ
  • 09/2016 → 06/2020
    West Windsor Plainsboro High School South
    West Windsor, NJ
  • 06/2020 → 08/2021
    Unemployed
    Princeton Junction, NJ
  • 09/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-05
  • S66 Uniform Combined State Law Examination
    2025-08-05

View on SEC IAPD

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