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RIA / WealthAdvisor10 years in industry

ASAPH ELAN

Advisor at EQUILIBRIUM WEALTH LLC

JERUSALEM | San Carlos, CA

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Search this name across graphsid dfx:ria:0d0e1cd8-ddd8-d1e4-312a-02c65b3b4375

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EQUILIBRIUM WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 1, 2016
First registration: Mar 4, 2016
Dual registered: no
IAPD individual key: 4547392

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EQUILIBRIUM WEALTH LLC	Independent wealth	Dec 15, 2021	n/a	yes	San Carlos, CA\|JERUSALEM	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Apr 2, 2019	Dec 16, 2021	no	SAN JOSE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 30, 2016	Sep 6, 2018	no	SAN JOSE, CA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 4, 2016	Oct 7, 2016	no	NEW YORK, NY\|SUNNYVALE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	EQUILIBRIUM WEALTH LLC	Dec 16, 2021	Dec 15, 2021	-1	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRUCO SECURITIES, LLC	Sep 6, 2018	Apr 2, 2019	208	Firm change	Wirehouse to ibd
CETERA ADVISOR NETWORKS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 7, 2016	Sep 30, 2016	-7	Firm change	Other

Relationships

Registered with (4)

→ EQUILIBRIUM WEALTH LLCRegistered adviserregistration: current employment
Dec 15, 2021 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Apr 2, 2019 to Dec 16, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 30, 2016 to Sep 6, 2018factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 4, 2016 to Oct 7, 2016factForm ADV

Dated events

No dated event names this entity yet.