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 Equita Financial Network, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Margaret Hoffmaster Connelly | Equita Financial Network, Inc. independent RIA | Investor Fan independent RIA | RIA to RIA | Jan 20, 2026 | Dec 15, 2025 |
| Andrea Susan Stiernstrand | Equita Financial Network, Inc. independent RIA | Investor Fan independent RIA | RIA to RIA | Dec 18, 2025 | Dec 15, 2025 |
| Marco Ottonello | Equita Financial Network, Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Nov 21, 2025 | Nov 3, 2025 |
| Marla Sophia Landa | Equita Financial Network, Inc. independent RIA | Nomad Financial state registered | RIA to a state-registered adviser | May 9, 2025 | May 11, 2026 (367 d) |
| Ellen Katherine Osthus | Equita Financial Network, Inc. independent RIA | Truman Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 4, 2025 | Apr 2, 2025 |
| Melinda Jean Mccubbin | Equita Financial Network, Inc. independent RIA | Truman Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 4, 2025 | Apr 2, 2025 |
| Maria Teresa Hernandez Huerta | Equita Financial Network, Inc. independent RIA | Truman Wealth Advisors no RAUM | RIA to a newly registered adviser | Apr 4, 2025 | Apr 2, 2025 |
| Eryn Jenell Schultz | Equita Financial Network, Inc. independent RIA | Her Personal Finance state registered | RIA to a state-registered adviser | Jul 17, 2023 | Aug 28, 2023 (42 d) |
| Mary Meadows Livingston | Equita Financial Network, Inc. independent RIA | Navigate Wealth Management, LLC independent RIA | RIA to RIA | Oct 7, 2022 | Sep 1, 2022 |
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9 moves match.