Aldo Ochoa

Current Employers

Equitable Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2007-07-17

TX RA
APPROVED

Since 2007-07-17

Branch Locations

3200 Southwest Fwy #1800, Houston, TX 77027 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Axa Advisors, Llc	New York	NY	04/2006	06/2020
Equitable Advisors, Llc	New York	NY	04/2006	Present

04/2006 → 06/2020

Axa Advisors, Llc

New York, NY
04/2006 → Present

Equitable Advisors, Llc

New York, NY

Other Businesses

1. PWG OPERATIONS LLC; MANAGING PARTNER OF PRIVATE WEALTH GROUP; START 8/8/2022; APPROX 2 HRS/MO. 2. 8A EQUITY, LLC; 927 W. 42ND ST, HOUSTON, TX 77018; MANAGER OF SINGLE-MEMBER LLC; START 1/27/2025; APPROX 1 HR/MO. 3. PWG M LLC; 927 W. 42ND ST, HOUSTON, TX 77018; MANAGING MEMBER; START 7/30/2025; 0 HOURS. 4. PWG PARTNERS FOUNDATION; 1102 SANTA FE ST, CORPUS CHRISTI, TX 78404; BOARD MEMBER; START 9/19/2025; APPROX 1 HR/MO.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-27

S66 Uniform Combined State Law Examination

2006-08-27

View on SEC IAPD

Current Employers

Equitable Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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