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Advisor at EQUITY ADVISORS, LLC
ZEPHER COVE, NV | San Diego, 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 |
|---|---|---|---|---|---|---|
| EQUITY ADVISORS, LLC | State registered | Jul 10, 2024 | n/a | yes | San Diego, CA|ZEPHER COVE, NV | Current employment |
| KINETIC INVESTMENT MANAGEMENT, INC. | Independent wealth | Jun 16, 2022 | Jul 2, 2024 | no | LOS ANGELES, CA|San Diego, CA | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Feb 25, 2020 | Jun 27, 2022 | no | OVERLAND PARK, KS|San Diego, CA|San Diego, CA | Previous registration |
| CREATIVEONE SECURITIES, LLC | Bd affiliated wealth | Aug 16, 2018 | Feb 19, 2020 | no | San Diego, CA|OVERLAND PARK, KS|OVERLAND PARK, KS|San Diego, CA | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Oct 31, 2016 | Aug 16, 2018 | no | SAN DIEGO, CA|AUSTIN, TX | Previous registration |
| FORTA FINANCIAL GROUP, INC. | Former SEC adviser | Sep 10, 2013 | Nov 7, 2016 | no | SAN DIEGO, CA|GREENWOOD VILLAGE, CO|SAN DIEGO, CA | Previous registration |
| KEY WEST INVESTMENTS, LLC | n/a | Aug 26, 2013 | Oct 8, 2013 | no | SAN GABRIEL, CA|SAN GABRIEL, CA | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Jun 24, 2003 | Aug 23, 2013 | no | SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Apr 21, 1999 | Nov 26, 2002 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINETIC INVESTMENT MANAGEMENT, INC. | EQUITY ADVISORS, LLC | Jul 2, 2024 | Jul 10, 2024 | 8 | Firm change | RIA to state RIA |
| CREATIVEONE WEALTH, LLC | KINETIC INVESTMENT MANAGEMENT, INC. | Jun 27, 2022 | Jun 16, 2022 | -11 | Firm change | RIA to RIA |
| CREATIVEONE SECURITIES, LLC | CREATIVEONE WEALTH, LLC | Feb 19, 2020 | Feb 25, 2020 | 6 | Firm change | Ibd to RIA |
| KESTRA ADVISORY SERVICES, LLC | CREATIVEONE SECURITIES, LLC | Aug 16, 2018 | Aug 16, 2018 | 0 | Firm change | Ibd to ibd |
| FORTA FINANCIAL GROUP, INC. | KESTRA ADVISORY SERVICES, LLC | Nov 7, 2016 | Oct 31, 2016 | -7 | Firm change | Other |
| KEY WEST INVESTMENTS, LLC | FORTA FINANCIAL GROUP, INC. | Oct 8, 2013 | Sep 10, 2013 | -28 | Firm change | Other |
| FSC SECURITIES CORPORATION | KEY WEST INVESTMENTS, LLC | Aug 23, 2013 | Aug 26, 2013 | 3 | Firm change | Other |
| MORGAN STANLEY DW INC. | FSC SECURITIES CORPORATION | Nov 26, 2002 | Jun 24, 2003 | 210 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283034:300031:CA:2024-07-02 | Jul 2, 2024 | Jul 10, 2024 | SAN DIEGO, CA | Firm change |
| 281213:283034:CA:2022-06-27 | Jun 27, 2022 | Jun 16, 2022 | SAN DIEGO, CA | Firm change |
| 283330:152974:TX:2018-08-16 | Aug 16, 2018 | Aug 16, 2018 | AUSTIN, TX | Firm change |
| 28784:283330:CA:2016-11-07 | Nov 7, 2016 | Oct 31, 2016 | SAN DIEGO, CA | Firm change |