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Advisor at AEQUITAS FINANCIAL, LLC
SANTA ANA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AEQUITAS FINANCIAL, LLC | State registered | Aug 14, 2023 | n/a | yes | SANTA ANA, CA | Current employment |
| BLUE BARN WEALTH | Independent wealth | Dec 6, 2022 | Jan 20, 2023 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLUE BARN WEALTH | AEQUITAS FINANCIAL, LLC | Jan 20, 2023 | Aug 14, 2023 | 206 | Firm change | RIA to state RIA |