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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyola University New Orleans | New Orleans | LA | 08/2019 | 05/2023 |
| Doordash | New Orleans | LA | 03/2020 | 06/2023 |
| Uber | New Orleans | LA | 03/2020 | 06/2023 |
| Lakeview Grocery | New Orleans | LA | 06/2021 | 08/2021 |
| Tulane University | New Orleans | LA | 08/2023 | 05/2025 |
| Well Lived Wealth Llc | Houston | TX | 06/2022 | 11/2025 |
| Equitable Advisors, Llc | New York | NY | 11/2025 | Present |
| Well Lived Wealth Llc/Molly Ward And Tate Lowe | Houston | TX | 11/2025 | Present |
| High School Student | Houston | TX | 11/2015 | 07/2019 |
1. Well Lived Wealth LLC; Molly Ward and Tate Lowe; 3200 Southwest Frwy, #1800, Houston, TX 77027; Investment Related; Registered Sales Assistant; Start 11/1/2025; Approximately 160 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-25 |
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