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Luis Heredia

Equitable Advisors, LLC

Brookfield, WI

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-01-05
  • WI RA
    APPROVED
    Since 2022-01-05

Branch Locations

250 N. Sunnyslope Road Suite 203, Brookfield, WI 53005 • 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
Equitable Advisors, Llc New York NY 10/2021 Present
Rafa Nadal Academy Manacor 05/2021 06/2021
Marquette University Milwaukee WI 08/2017 05/2021
Kensington School Madrid 05/2003 07/2017
Unemployed Milwaukee WI 07/2021 09/2021
  • 10/2021 → Present
    Equitable Advisors, Llc
    New York, NY
  • 05/2021 → 06/2021
    Rafa Nadal Academy
    Manacor
  • 08/2017 → 05/2021
    Marquette University
    Milwaukee, WI
  • 05/2003 → 07/2017
    Kensington School
    Madrid
  • 07/2021 → 09/2021
    Unemployed
    Milwaukee, WI
Other Businesses

10/1/25 - Marquette Tennis facility - Assistant Tennis coach - 20 hrs per month; DBA - Paramount financial

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-27
  • S66 Uniform Combined State Law Examination
    2021-12-27
Other Names
  • Luis Heredia Gomez

View on SEC IAPD

Other Firms

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RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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