Raymond Kenneth Elderd

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:

Current Employers

Equitable Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2022-08-19
TX	RA	APPROVED	2022-08-19

MN RA
APPROVED

Since 2022-08-19
TX RA
APPROVED

Since 2022-08-19

Branch Locations

Prior Lake, MN • United States

Two Meridian Crossings Suite 450, Minneapolis, MN 55423 • 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

Organization	City	State	From	To
Brocade Communications Inc.	Plymouth	MN	10/2013	01/2018
Us Army/Army Reserve	Sacramento	CA	07/1984	06/2018
First Command Financial Planning Inc.	Fort Worth	TX	02/2017	02/2018
First Command Brokerage Services, Inc	Fort Worth	TX	11/2017	08/2022
First Command Advisory Services, Inc	Fort Worth	TX	02/2018	08/2022
First Command Insurance Services, Inc	Fort Worth	TX	02/2017	08/2022
Equitable Advisors, Llc	New York	NY	08/2022	Present

10/2013 → 01/2018

Brocade Communications Inc.

Plymouth, MN
07/1984 → 06/2018

Us Army/Army Reserve

Sacramento, CA
02/2017 → 02/2018

First Command Financial Planning Inc.

Fort Worth, TX
11/2017 → 08/2022

First Command Brokerage Services, Inc

Fort Worth, TX
02/2018 → 08/2022

First Command Advisory Services, Inc

Fort Worth, TX
02/2017 → 08/2022

First Command Insurance Services, Inc

Fort Worth, TX
08/2022 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2018-02-08 → 2022-09-19

First Command Advisory Services

Bloomington, MN

Fort Worth, TX

Other Businesses

7/15- -Jeffers South Townhomes Association; Edina, MN - President HOA - 5 hrs month; 8/18 - Minnesota Chapter Military Officers Association of America, St. Paul, MN - Treasurer - 5 hrs month; 7/22 - US Army Reserve - Ambassador - 5 hrs month; 6/21 - Elderd Enterprises, LLC - 3853 Raspberry Ridge Rd Prior Lake, MN 55372 - Sole Propietor - 1 hr month; 1/3/24 - Realty Benefits Services 210 Lake Dr East Ste 310 Cherry Hill NJ - Sales Associate - 10 hrs month; 1/3/24 - Dergalis Associates LLC 210 Lake Dr East Ste 310 Cherry Hill NJ - Sales Associate - 10 hrs month; Outside Insurance sales

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-30

S66 Uniform Combined State Law Examination

2018-01-30

Other Names

Raymond Elderd

View on SEC IAPD