DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Allen Groth

Equity Advisors, LLCstate registeredZepher Cove, Nv IA-onlyIAPD 2933258

Feed of 09/14/2026

At current firm

2 y

since Jul 10, 2024

In the industry

29 y

since Sep 11, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Equity Advisors, LLC state registered current
since Jul 10, 2024 · San Diego, Ca
Kinetic Investment Management, Inc. independent RIA
Jun 23, 2022 to Jul 2, 2024 · San Diego, Ca
Creativeone Wealth, LLC independent RIA
Nov 28, 2018 to Jun 27, 2022 · San Diego, Ca
Crown Capital Securities, L.P. former
Apr 21, 2017 to Aug 6, 2018 · San Diego, Ca
Independent Financial Group, LLC BD affiliated
Feb 9, 2009 to Apr 21, 2017 · San Diego, Ca
Wealth Advisors, Inc. former
Feb 19, 2007 to Jun 18, 2013 · Henderson, Nv
Ameriprise Financial Services, LLC national BD
Jan 11, 1999 to Jan 5, 2007 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Kinetic Investment Management, Inc. to Equity Advisors, LLC
left Jul 2, 2024, registered Jul 10, 2024 (8 days) · RIA to a state-registered adviser · moved with a team
Creativeone Wealth, LLC to Kinetic Investment Management, Inc.
left Jun 27, 2022, registered Jun 23, 2022 (-4 days) · RIA to RIA · moved with a team
Crown Capital Securities, L.P. to Creativeone Wealth, LLC
left Aug 6, 2018, registered Nov 28, 2018 (114 days) · RIA to RIA
Independent Financial Group, LLC to Crown Capital Securities, L.P.
left Apr 21, 2017, registered Apr 21, 2017 (0 days) · Other
Wealth Advisors, Inc. to Independent Financial Group, LLC
left Jun 18, 2013, registered Feb 9, 2009 (-1590 days) · Other
Ameriprise Financial Services, LLC to Wealth Advisors, Inc.
left Jan 5, 2007, registered Feb 19, 2007 (45 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jason Allen Groth left Kinetic Investment Management, Inc. for Equity Advisors, Llc (registered 2024-07-10)
Jul 2, 2024 · Advisor changed firm · fact
Jason Allen Groth left Creativeone Wealth, Llc for Kinetic Investment Management, Inc. (registered 2022-06-23)
Jun 27, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address