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Advisor at EQUIP FINANCIAL PARTNERS
FAIRHOPE, AL
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 |
|---|---|---|---|---|---|---|
| EQUIP FINANCIAL PARTNERS | State registered | Nov 15, 2022 | n/a | yes | FAIRHOPE, AL | Current employment |
| BROWN FINANCIAL ADVISORY | Independent wealth | Feb 22, 2014 | Oct 19, 2022 | no | FAIRHOPE, AL | Previous registration |
| CHARLES D. JONES CAPITAL MANAGEMENT, INC. | Former SEC adviser | Apr 26, 2012 | Feb 3, 2014 | no | WACO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROWN FINANCIAL ADVISORY | EQUIP FINANCIAL PARTNERS | Oct 19, 2022 | Nov 15, 2022 | 27 | Firm change | RIA to state RIA |
| CHARLES D. JONES CAPITAL MANAGEMENT, INC. | BROWN FINANCIAL ADVISORY | Feb 3, 2014 | Feb 22, 2014 | 19 | Firm change | Other |