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 Equitable Advisors, 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 |
|---|---|---|---|---|---|
| William Nash Gammill | Equitable Advisors, LLC national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2026 | Sep 9, 2026 |
| Christine Adamcik Gammill | Equitable Advisors, LLC national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2026 | Sep 9, 2026 |
| Jaden Sebring | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2026 | Sep 2, 2026 |
| Alexander Duncan | Equitable Advisors, LLC national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2026 | Sep 14, 2026 |
| Youssef Naguib | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 8, 2026 | Sep 15, 2026 |
| James Layton Jones | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 4, 2026 | Sep 15, 2026 |
| Jackson Heinlen | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Sep 15, 2026 |
| Matthew Joseph O'Keefe | Equitable Advisors, LLC national BD | Back Bay Financial Planning & Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2026 | Aug 31, 2026 |
| Jesse Cyrus Alfanostjohn | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 2, 2026 | Sep 16, 2026 |
| Joseph Charles Jansma | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 2, 2026 | Sep 11, 2026 |
| Kyra L Hershkowitz | Equitable Advisors, LLC national BD | Secondmarket Financial, LLC asset manager | Other | Sep 2, 2026 | Sep 11, 2026 |
| Sara Homsi | Equitable Advisors, LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2026 | Sep 16, 2026 |
| Daniel Nichols Henderson | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 27, 2026 | Sep 11, 2026 |
| Josiah Cambeis | Equitable Advisors, LLC national BD | Fiduciary Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2026 | Sep 5, 2026 |
| Daniel Vega | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 17, 2026 |
| Justin Hales | Equitable Advisors, LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Aug 24, 2026 | Sep 10, 2026 |
| Cameron David Peters | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2026 | Aug 17, 2026 |
| Ezra Crosby | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 16, 2026 |
| Joshua Leana | Equitable Advisors, LLC national BD | Pinnacle Investments, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 17, 2026 |
| Janet Mcghee | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2026 | Aug 19, 2026 |
| Gaeb Ayden Parry | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2026 | Sep 14, 2026 |
| John Edward Simone | Equitable Advisors, LLC national BD | Hilltop Securities Asset Management, LLC institutional | Other | Aug 13, 2026 | Aug 3, 2026 |
| Adam Warren | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2026 | Aug 24, 2026 |
| Jack Charles Graham | Equitable Advisors, LLC national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2026 | Jul 31, 2026 |
| Luke Hagler | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Aug 12, 2026 |
| John Thomas Lancia | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Jul 31, 2026 |
| Susan Ruch Barber | Equitable Advisors, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2026 | Aug 12, 2026 |
| Luke Smith | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 6, 2026 | Sep 15, 2026 (40 d) |
| Axel J Isackson | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 6, 2026 | Sep 3, 2026 |
| Dean Matthew Hassan | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2026 | Aug 24, 2026 |
| Stephen Patrick Koons | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Aug 4, 2026 |
| Solomon Munyambu | Equitable Advisors, LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 10, 2026 |
| Aaron John Schulz | Equitable Advisors, LLC national BD | Alliancebernstein L.P. other | Other | Aug 3, 2026 | Sep 15, 2026 (43 d) |
| John Salvatore Guzzetti | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 3, 2026 | Aug 11, 2026 |
| Nicholas Di Minno | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Aug 31, 2026 (33 d) |
| Koko Black | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 28, 2026 | Aug 3, 2026 |
| Graham Johnson | Equitable Advisors, LLC national BD | Wedbush Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Aug 12, 2026 |
| Brian Kim | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 28, 2026 | Aug 7, 2026 |
| Andrew Canton | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Aug 31, 2026 (34 d) |
| Joseph Weiss | Equitable Advisors, LLC national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2026 | Sep 14, 2026 (49 d) |
| Jacob Daniel Siani | Equitable Advisors, LLC national BD | Amplius Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2026 | Jul 20, 2026 |
| Jeffrey Rolles | Equitable Advisors, LLC national BD | Trueplan Benefit And Retirement Advisors institutional | Other | Jul 24, 2026 | Aug 5, 2026 |
| Michael Gerald Collins | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2026 | Aug 4, 2026 |
| Sean Christopher Macdonald | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Aug 31, 2026 (40 d) |
| Jackson Roberts | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 21, 2026 | Aug 11, 2026 |
| James Brenneman | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Sep 16, 2026 (58 d) |
| Nils Kristian Nilsen | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 30, 2026 |
| Stephen Montez | Equitable Advisors, LLC national BD | Nerdwallet Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Aug 19, 2026 (33 d) |
| Alexander Sierra | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2026 | Jul 10, 2026 |
| Justin Wagner | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 16, 2026 | Jul 23, 2026 |
| Caleb Georges Pointdujour | Equitable Advisors, LLC national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Aug 19, 2026 (35 d) |
| Samuel Frisch Magill | Equitable Advisors, LLC national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Aug 4, 2026 |
| Sawyer Louis Hyatt | Equitable Advisors, LLC national BD | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Jul 27, 2026 |
| Matthew Dustin Jacobson | Equitable Advisors, LLC national BD | RBC Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Aug 12, 2026 |
| Mina Choe Mcquade | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 13, 2026 | Aug 28, 2026 (46 d) |
| Jacques Darwin | Equitable Advisors, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 13, 2026 | Aug 19, 2026 (37 d) |
| James Morgan Harris | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 13, 2026 | Aug 11, 2026 |
| Timothy Andrew Odell | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jun 29, 2026 |
| Gabriel Joseph Jewula | Equitable Advisors, LLC national BD | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2026 | Jul 17, 2026 |
| Philip A Lacava | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 10, 2026 | Aug 12, 2026 (33 d) |
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6,242 moves match.