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Preston Dean Rodriguez

Equitable Advisors, LLC

Walnut Creek, CA

CRD 7791121

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
CA RA APPROVED 2023-10-24
  • TX RA
    APPROVED
    Since 2024-12-04
  • CA RA
    APPROVED
    Since 2023-10-24

Branch Locations

2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596 • 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
Roseleaf Gardens Chico CA 08/2022 05/2023
Mcdonald's Chico CA 07/2021 07/2022
Parkmead Keyspot Walnut Creek CA 12/2020 01/2021
Safeway Walnut Creek CA 02/2019 09/2019
Dewing Park Swim Club Walnut Creek CA 06/2018 08/2018
California State University, Chico Chico CA 08/2019 05/2023
Los Lomas High School Walnut Creek CA 08/2015 08/2019
Unemployed Walnut Creek CA 05/2023 07/2023
  • 07/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 08/2022 → 05/2023
    Roseleaf Gardens
    Chico, CA
  • 07/2021 → 07/2022
    Mcdonald's
    Chico, CA
  • 12/2020 → 01/2021
    Parkmead Keyspot
    Walnut Creek, CA
  • 02/2019 → 09/2019
    Safeway
    Walnut Creek, CA
  • 06/2018 → 08/2018
    Dewing Park Swim Club
    Walnut Creek, CA
  • 08/2019 → 05/2023
    California State University, Chico
    Chico, CA
  • 08/2015 → 08/2019
    Los Lomas High School
    Walnut Creek, CA
  • 05/2023 → 07/2023
    Unemployed
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-27
  • S66 Uniform Combined State Law Examination
    2023-09-27
Other Names
  • Preston Dean Rodriguez
  • Preston Rodriguez

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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