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Kendyl Lynn Roundtree

Equitable Advisors, LLC

Westlake Village, 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 2024-02-14
TX RA APPROVED 2024-02-14
  • CA RA
    APPROVED
    Since 2024-02-14
  • TX RA
    APPROVED
    Since 2024-02-14

Branch Locations

4035 E. Thousand Oaks Blvd Suite 260, Westlake Village, CA 91362 • 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
Lincoln Financial Westlake Village CA 01/2015 07/2017
Pepperdine University Malibu CA 01/2014 04/2017
Lincoln Financial Advisors Inc Westlake Village CA 07/2017 02/2024
Equitable Advisors, Llc New York NY 02/2024 Present
  • 01/2015 → 07/2017
    Lincoln Financial
    Westlake Village, CA
  • 01/2014 → 04/2017
    Pepperdine University
    Malibu, CA
  • 07/2017 → 02/2024
    Lincoln Financial Advisors Inc
    Westlake Village, CA
  • 02/2024 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
  • 2017-11-30 → 2024-02-15
    Osaic Fa, Inc.
    Westlake Village, CA
    La Jolla, CA
    Myrtle Beach, SC
Other Businesses

1) Independent Agent - outside fixed insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2017-11-13
Designations

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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