Best Investors Account Sign in

Katherine Kelly Donegan

Equitable Advisors, LLC

Rochester, NY

Claim This Profile
Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-07
NY RA APPROVED 2026-07-06
  • TX RA
    APPROVED
    Since 2026-07-07
  • NY RA
    APPROVED
    Since 2026-07-06

Branch Locations

765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • 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
Equitable Advisors, Llc New York NY 07/2023 Present
Cino Contracting Canandaigua NY 12/2021 01/2025
Katie's Pet Sitting Services Liverpool NY 01/2017 12/2021
Katie's In Home Daycare Liverpool NY 12/2015 01/2017
  • 07/2023 → Present
    New York, NY
  • 12/2021 → 01/2025
    Cino Contracting
    Canandaigua, NY
  • 01/2017 → 12/2021
    Katie's Pet Sitting Services
    Liverpool, NY
  • 12/2015 → 01/2017
    Katie's In Home Daycare
    Liverpool, NY
Other Businesses

Canandaigua Central School District - PTA Member Non-Investment - Canandaigua, NY - 07/2025 - 1hr/mth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2024-01-30
  • S66 Uniform Combined State Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2024-01-30
Other Names
  • Katherine Donegan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor