Katie W Blevins

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 12/2021
  Lyft
  Kyle, TX
• 10/2017 → 12/2021
  Uber
  Kyle, TX
• 01/2022 → Present
  Equitable Advisors
  New York,, NY
• 08/2008 → 01/2022
  Home Maker
  Kyle, TX

Other Businesses

1. HILL COUNTRY BEST LLC; 401 Buffalo Speedway, Driftwood, TX 78619; OWNER; BUY/SELL/RENT REAL ESTATE - NOT A A REAL ESTATE AGENT; START DATE 7/4/2017; APPROX 4 HOURS/MONTH. 2. WIMBERLEY CHAMBER OF COMMERCE; 14100 RANCH ROAD 12, WIMBERLEY, TX 78676; VOLUNTEER BOARD MEMBER; START 11/1/2024; APPROX 2 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-11
• S63 Uniform Securities Agent State Law Examination
  2022-04-11

Other Names

• Katie Brewer
• Katie Lynn Wilhite
• Katie Wilhite Guevara
• Katie Wilhite Brewer