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RIA / WealthAdvisorCertified Financial Planner25 years in industry

MICHAEL ROBINSON RAGSDALE

Advisor at EQV ADVISORY, LLC

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b05bc88b-1cdd-5820-9ae9-70be91b8adcb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 9, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Robinson Ragsdale

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EQV ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 4, 2001
First registration: Apr 9, 2009
Dual registered: no
Other names: ROB RAGSDALE|MICHAEL ROBINSON RAGSDALE
IAPD individual key: 4285874

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EQV ADVISORY, LLC	Independent wealth	Nov 14, 2025	n/a	yes	RALEIGH, NC	Current employment
Balentine	Independent wealth	Apr 9, 2024	Aug 23, 2024	no	RALEIGH, NC\|ATLANTA, GA	Previous registration
FRANKLIN STREET ADVISORS INC.	Bank affiliated wealth	Apr 9, 2009	Mar 16, 2011	no	CHAPEL HILL, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Balentine	EQV ADVISORY, LLC	Aug 23, 2024	Nov 14, 2025	448	Firm change after gap	RIA to new firm
FRANKLIN STREET ADVISORS INC.	Balentine	Mar 16, 2011	Apr 9, 2024	4,773	Firm change after gap	Other

Relationships

Registered with (3)

→ EQV ADVISORY, LLCRegistered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ BALENTINERegistered adviserregistration: previous registration
Apr 9, 2024 to Aug 23, 2024factForm ADV
→ FRANKLIN STREET ADVISORS INC.Registered adviserregistration: previous registration
Apr 9, 2009 to Mar 16, 2011factForm ADV

Dated events

Occurred
Aug 23, 2024
Advisor changed firm
Michael Robinson Ragsdale left Balentine for Eqv Advisory, Llc (registered 2025-11-14)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b05bc88b-1cdd-5820-9ae9-70be91b8adcb
First observed: Apr 9, 2009
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL ROBINSON RAGSDALE

Advisor at EQV ADVISORY, LLC

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b05bc88b-1cdd-5820-9ae9-70be91b8adcb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EQV ADVISORY, LLC

Independent wealth

Nov 14, 2025

n/a

yes

RALEIGH, NC

Current employment

Balentine

Independent wealth

Apr 9, 2024

Aug 23, 2024

RALEIGH, NC|ATLANTA, GA

Previous registration

FRANKLIN STREET ADVISORS INC.

Bank affiliated wealth

Apr 9, 2009

Mar 16, 2011

CHAPEL HILL, NC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

Balentine

EQV ADVISORY, LLC

Aug 23, 2024

Nov 14, 2025

448

Firm change after gap

RIA to new firm

FRANKLIN STREET ADVISORS INC.

Balentine

Mar 16, 2011

Apr 9, 2024

4,773

Firm change after gap

Other