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Renee Lynne Orlando

Equitable Advisors, LLC

Rochester, NY

Penfield, NY

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Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-22
NY RA APPROVED 2021-05-18
  • TX RA
    APPROVED_RES
    Since 2026-01-22
  • NY RA
    APPROVED
    Since 2021-05-18

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States

Penfield, NY • 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
Esl Federal Credit Union Penfield NY 05/2016 01/2017
Axa Advisors, Llc New York NY 08/2017 06/2020
Suny Geneseo Geneseo NY 08/2014 05/2018
Thomas Tarkowski Rochester NY 08/2017 Present
Equitable Advisors, Llc New York NY 08/2017 Present
  • 05/2016 → 01/2017
    Esl Federal Credit Union
    Penfield, NY
  • 08/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2014 → 05/2018
    Suny Geneseo
    Geneseo, NY
  • 08/2017 → Present
    Thomas Tarkowski
    Rochester, NY
  • 08/2017 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

1. Employee FP assistant, Rochester NY, since 5/2017, 160 hrs/month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-05
  • S66 Uniform Combined State Law Examination
    2018-09-05
Other Names
  • Renee Lynne Katafiaz

View on SEC IAPD

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Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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