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David Glen Takata

Equalient, LLC

Henderson, NV

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Current Employers
Equalient, Llc

Henderson, NV • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-28
NV RA APPROVED 2025-10-23
  • CA RA
    APPROVED
    Since 2025-10-28
  • NV RA
    APPROVED
    Since 2025-10-23

Branch Locations

Henderson, NV • 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
Self-Employed Henderson NV 01/2001 09/2025
Equalient, Llc Henderson NV 08/2025 Present
  • 01/2001 → 09/2025
    Self-Employed
    Henderson, NV
  • 08/2025 → Present
    Equalient, Llc
    Henderson, NV
Other Businesses

-Chairman of a private college planning company, Athens Advisors -owner of consulting company, Kortside Advisors

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-02
S63 Uniform Securities Agent State Law Examination 2000-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-08-02
  • S63 Uniform Securities Agent State Law Examination
    2000-03-13

View on SEC IAPD

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