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.

Advisor moves

Departures from Equius Partners, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jason ZahorenkoEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Alexander GanglEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Thomas Jeffrey TroutnerEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
David WoottonEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Lachlan Mor MacleanEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAApr 28, 2023Apr 3, 2023
Matthew ErbentrautEquius Partners, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJul 15, 2022Nov 14, 2023 (487 d)
Nelson Hugh MackintoshEquius Partners, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseFeb 18, 2020Mar 10, 2020
Frederick Hughes BordenEquius Partners, Inc. independent RIAOn Keel Capital state registeredRIA to a state-registered adviserDec 14, 2019Jan 1, 2021 (384 d)
Eric NelsonEquius Partners, Inc. otherServo Wealth Management LLC independent RIAOtherJan 13, 2012Jan 24, 2012
Joseph Patrick DelaneyEquius Partners, Inc. otherVista Wealth Management, LLC otherOtherJan 6, 2009Jun 24, 2009 (169 d)
Kory Kenneth SweklaEquius Partners, Inc. otherAscension Wealth Partners, LLC independent RIAOtherMar 12, 2008Mar 10, 2008
Michael Richard SappingtonEquius Partners, Inc. otherAscension Wealth Partners, LLC independent RIAOtherJan 24, 2008Mar 7, 2008 (43 d)
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12 moves match.