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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | 11/2023 |
| A Place For Rover, Inc. | Olympia | WA | 09/2015 | 11/2025 |
| M2 Wines (M2 Vintners, Inc.) | Acampo | CA | 08/2019 | Present |
| Sutley Wertzer, Inc. | Sacramento | CA | 11/2021 | 07/2023 |
| Ginger Elizabeth Patisserie | Sacramento | CA | 08/2021 | 11/2021 |
| Rescate Coffee, Llc | Elk Grove | CA | 11/2020 | 08/2021 |
| Fireup, Llc (Subsidiary/Affiliate Of Tech2U) | Roseville | CA | 09/2019 | 11/2020 |
| Paskett Winery, Llc | Acampo | CA | 02/2018 | 09/2019 |
| Davis Shakespeare Festival | Davis | CA | 04/2019 | 08/2019 |
| Big Idea Theatre Company | Sacramento | CA | 11/2019 | 02/2020 |
| Waterman Brewing Company | Elk Grove | CA | 10/2017 | 03/2018 |
| Jessie's Grove Winery | Lodi | CA | 07/2017 | 02/2018 |
| Calturas, Llc | Lodi | CA | 02/2017 | 07/2017 |
| Wet Seal, Llc | Sacramento | CA | 10/2016 | 03/2017 |
| Impel Marketing | Sacramento | CA | 08/2016 | 10/2016 |
| Changing Faces Theater Company | Lodi | CA | 05/2016 | 08/2016 |
| Tops Markets, Llc | Cazenovia | NY | 09/2014 | 05/2016 |
| Independent Financial Group, Llc | San Diego | CA | 12/2021 | 07/2023 |
| Equitable Advisors Llc | New York | NY | 01/2024 | Present |
| Equitable | Bellevue | WA | 01/2024 | Present |
| Coltiva Pizzeria E Barre | Seattle | WA | 09/2023 | Present |
| Kells Irish Restaurant & Pub | Seattle | WA | 10/2023 | 11/2025 |
Coltiva Pizzeria Not investment related Server/Bartender/Social Media 350 1st Ave W., Seattle, Washington 98119Serve and sell food and drink to customers; Post a story daily to company social. m2 Wines 2900 E. Peltier Rd. Acampo, CA 95220. Wine tasting associate, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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