DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Equus Private Wealth Management LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Austin Owings | Equus Private Wealth Management LLC independent RIA | Yule Creek Wealth Management, LLC unclassified | Other | Oct 21, 2022 | Sep 16, 2022 |
| Nathaniel Lee Kaup | Equus Private Wealth Management LLC independent RIA | Yule Creek Wealth Management, LLC unclassified | Other | Aug 18, 2022 | Sep 16, 2022 |
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2 moves match.