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Advisor at EQUITABLE ADVISORS, LLC
BURLINGTON, VT
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 | Jan 9, 2025 | n/a | yes | BURLINGTON, VT | Current employment |
| WH CORNERSTONE INVESTMENTS INC. | Independent wealth | May 4, 2022 | Aug 15, 2023 | no | South Burlington, VT|DUXBURY, MA|Essex Junction, VT | Previous registration |
| DWV ADVISORS, LLC | Independent wealth | Mar 17, 2014 | Apr 25, 2022 | no | ESSEX JUNCTION, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WH CORNERSTONE INVESTMENTS INC. | EQUITABLE ADVISORS, LLC | Aug 15, 2023 | Jan 9, 2025 | 513 | Firm change after gap | RIA to ibd |
| DWV ADVISORS, LLC | WH CORNERSTONE INVESTMENTS INC. | Apr 25, 2022 | May 4, 2022 | 9 | Firm change | RIA to RIA |