Ruby Kate Melton

Employer firm

Fortune Wealth Management, LLC CRD 157832

$396M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → 09/2024
  Institutional Securities Corp
  Dallas, TX
• 08/2023 → 05/2024
  Texas Christian University
  Fort Worth, TX
• 05/2023 → 08/2023
  Charles Schwab
  Mckinney, TX
• 10/2022 → 04/2023
  Evereve, Inc.
  Fort Worth, TX
• 08/2022 → 11/2022
  Texas Christian University
  Fort Worth, TX
• 05/2022 → 09/2022
  The Yard
  Mckinney, TX
• 05/2021 → 05/2022
  Texas Christian University
  Fort Worth, TX
• 01/2021 → 05/2021
  Smoothie King
  Mckinney, TX
• 08/2019 → 01/2021
  Unemployed
  Celina, TX
• 05/2019 → 08/2019
  Sonic
  Propser, TX
• 05/2014 → 05/2019
  Celina High Independent School District
  Celina, TX
• 10/2024 → 11/2024
  Unemployed
  Celina, TX
• 11/2024 → Present
  Equitable Advisors. Llc
  New York, NY

Previous Registrations

• 2024-11-21 → 2025-02-28
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

1. MELTON CUSTOM HOMES; 418 BROKEN SPUR TRAIL, CELINA, TX 75009; EMPLOYEE; START 1/1/2023; APPROXIMATELY 20 HOURS/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-31

Other Names

• Ruby Kate Melton
• Ruby Melton