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
Michael John Varga
Feed of 09/14/2026
Also filed as Michael J. Varga
At current firm
8 y
since Feb 5, 2018
In the industry
25 y
since Dec 27, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Eq Wealth Management independent RIA currentsince Feb 5, 2018 · Bellevue, Wa
- Capital Planning, LLC independent RIAMar 17, 2017 to Apr 9, 2018 · Bellevue, Wa
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Sep 21, 2016 · Issaquah, Wa
- Chase Investment Services Corp. formerNov 16, 2011 to Oct 1, 2012 · Sammamish, Wa
- Chase Investment Services Corp. formerMay 18, 2007 to Jul 9, 2010 · Naperville, Il
Moves
a registration end followed by a registration begin elsewhere
- Capital Planning, LLC to Eq Wealth Managementleft Apr 9, 2018, registered Feb 5, 2018 (-63 days) · RIA to a newly registered adviser · moved with a team
- J.P. Morgan Securities LLC to Capital Planning, LLCleft Sep 21, 2016, registered Mar 17, 2017 (177 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address