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.

Current firm

EQUITYFTW

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Dec 13, 2018

First registration

Dec 13, 2018

Dual registered

no

Other names

CJ Stermetz

IAPD individual key

6630240

• Occurred

  Jun 28, 2024
  Advisor changed firm

  Charles Joseph Stermetz left Threadline Wealth for Equityftw (registered 2024-07-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f0982b0d-2022-2844-fa10-69a69020e050

First observed

Dec 13, 2018

Last observed

Sep 14, 2026 5 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.