Best Investors Account Sign in
Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-08-03
  • OK RA
    APPROVED
    Since 2026-08-03

Branch Locations

805 E 33Rd Street, Edmond, OK 73013 • 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
Transamerica Financial Advisors, Inc Stillwater OK 03/2023 07/2024
World Financial Group, Inc. Stillwater OK 12/2022 07/2024
Unity Insurance Partners Edmond OK 09/2021 09/2022
Unemployed Edmond OK 03/2021 09/2021
Oklahoma State School Boards Association Oklahoma City OK 09/2022 12/2022
American Fidelity Oklahoma City OK 04/1991 03/2021
Employee Benefit Professionals Oklahoma City OK 11/2022 01/2024
Equitable Advisors, Llc New York NY 07/2024 Present
  • 03/2023 → 07/2024
    Transamerica Financial Advisors, Inc
    Stillwater, OK
  • 12/2022 → 07/2024
    World Financial Group, Inc.
    Stillwater, OK
  • 09/2021 → 09/2022
    Unity Insurance Partners
    Edmond, OK
  • 03/2021 → 09/2021
    Unemployed
    Edmond, OK
  • 09/2022 → 12/2022
    Oklahoma State School Boards Association
    Oklahoma City, OK
  • 04/1991 → 03/2021
    American Fidelity
    Oklahoma City, OK
  • 11/2022 → 01/2024
    Employee Benefit Professionals
    Oklahoma City, OK
  • 07/2024 → Present
    New York, NY
Other Businesses

1. POA FOR MOTHER. 2. MARCH OF DIMES; 5100 N BROOKLINE AVE, SUITE 850, OKLAHOMA CITY, OK 73112; BOARD MEMBER; START 1/20/2010; APPROX. 3 HOURS/MONTH. 3. BENEFITS@WORK; 4945 ACAM DRIVE, SUITE 2, TUTTLE, OK 73089; AGENT - EMPLOYEE BENEFITS & FIXE INSURANCE ONLY; START 1/30/2024; APPROX. 40 HOURS/MONTH. 4. KACEY SEWELL FAMILY LLC; EDMOND, OK; OWNER; START 7/8/2008; APPROX. 1 HOUR/MONTH. 5. THE CORNERSTONE PLANNING GROUP, LLC; DBA - FINANCIAL PROFESSIONAL; START 7/3/2024; APPROX. 5 HOURS/MONTH. 6. Redmont Trace Homeowners Association; 3870 Redmont Trace, Edmond, OK 73034; Vice President; Start 5/1/2026; Approx 2 hours/month. 7. Executor for Family Member estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-28
S63 Uniform Securities Agent State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2026-07-28
  • S63 Uniform Securities Agent State Law Examination
    2024-06-28
Other Names
  • Kacey Mccutchen
  • Kacey Lynn Taylor
  • Kacey Lynn Sewell
  • Kacey Lynn Taylor
  • Kacey Lynn Sewell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Edmond, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor