DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EQUITABLE ADVISORS, LLC
PORTAGE, MI
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 |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 20, 2026 | n/a | yes | PORTAGE, MI | Current employment |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Jan 10, 2007 | Aug 20, 2026 | no | ST. LOUIS, MO|PORTAGE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL INDEPENDENT ADVISORS, LLC | EQUITABLE ADVISORS, LLC | Aug 20, 2026 | Aug 20, 2026 | 0 | Bulk transfer | Ibd to ibd |