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Advisor at AEQUITAS EQUITAS WEALTH MANAGEMENT LLC
RIEGELSVILLE, PA
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 |
|---|---|---|---|---|---|---|
| AEQUITAS EQUITAS WEALTH MANAGEMENT LLC | State registered | May 14, 2021 | n/a | yes | RIEGELSVILLE, PA | Current employment |
| MOTIV8 INVESTMENTS LLC | Independent wealth | Feb 1, 2019 | Jan 18, 2022 | no | BEDMINSTER, PA|PORT ST LUCIE, FL | Previous registration |
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Mar 1, 2017 | Jan 30, 2019 | no | Urbandale, IA|Bedminster, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOTIV8 INVESTMENTS LLC | AEQUITAS EQUITAS WEALTH MANAGEMENT LLC | Jan 18, 2022 | May 14, 2021 | -249 | Firm change after gap | RIA to state RIA |
| INTEGRITY ALLIANCE, LLC | MOTIV8 INVESTMENTS LLC | Jan 30, 2019 | Feb 1, 2019 | 2 | Firm change | RIA to RIA |