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Advisor at EQV ADVISORY, LLC
RALEIGH, NC
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 |
|---|---|---|---|---|---|---|
| EQV ADVISORY, LLC | Independent wealth | May 5, 2026 | n/a | yes | RALEIGH, NC | Current employment |
| GULFSTREAM CAPITAL | State registered | Jun 23, 2014 | Apr 30, 2026 | no | KNOXVILLE, TN | Previous registration |
| MONEYZEN WEALTH MANAGEMENT, LLC | n/a | Jan 25, 2013 | Oct 2, 2013 | no | CHAPEL HILL, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GULFSTREAM CAPITAL | EQV ADVISORY, LLC | Apr 30, 2026 | May 5, 2026 | 5 | Firm change | Other |
| MONEYZEN WEALTH MANAGEMENT, LLC | GULFSTREAM CAPITAL | Oct 2, 2013 | Jun 23, 2014 | 264 | Firm change | Other |