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Kaila Passey

Equitable Advisors, LLC

Austin, 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 2026-01-28
  • TX RA
    APPROVED
    Since 2026-01-28

Branch Locations

8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • 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
Vinello Wines Houston TX 07/2024 08/2025
Serendipity Wine Imports Austin TX 08/2013 07/2024
Unemployed Austin TX 08/2025 01/2026
Equitable Advisors, Llc New York NY 01/2026 Present
  • 07/2024 → 08/2025
    Vinello Wines
    Houston, TX
  • 08/2013 → 07/2024
    Serendipity Wine Imports
    Austin, TX
  • 08/2025 → 01/2026
    Unemployed
    Austin, TX
  • 01/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

1. BOISSET WINE COLLECTION; 849 ZINFANDEL LN, ST HELENA, CA 94574; WINE SOCIETY ADVISOR; 8/14/2025; APPROX 2 HOURS/MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03
Other Names
  • Kaila Johnson

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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