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Reading the graph
Advisor at HD MONEY, INC.
SARASOTA, FL
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 |
|---|---|---|---|---|---|---|
| HD MONEY, INC. | Independent wealth | Dec 18, 2025 | n/a | yes | SARASOTA, FL|SARASOTA, FL | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 8, 2021 | Jul 11, 2022 | no | Sarasota, FL|TAMPA, FL|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | HD MONEY, INC. | Jul 11, 2022 | Dec 18, 2025 | 1,256 | Firm change after gap | Ibd to RIA |