DFX Intelligence
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 |
|---|---|---|---|---|---|
| Michael James Reilly | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2025 | Jul 14, 2025 |
| Nicholas Ryan Chavez | Equitable Advisors, LLC national BD | Confluent Asset Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 25, 2025 | Aug 1, 2025 |
| Daniel Roland | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 25, 2025 | Aug 19, 2025 |
| Ryan Appelhans | Equitable Advisors, LLC national BD | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2025 | Aug 8, 2025 |
| Jonathan Evans Varelas | Equitable Advisors, LLC national BD | Sterling Legacy Advisors Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 24, 2025 | Feb 6, 2026 (197 d) |
| Samuel John Levine | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 24, 2025 | Jan 8, 2026 (168 d) |
| Connor Post | Equitable Advisors, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 24, 2025 | Jul 29, 2025 |
| Tarrance Anderson | Equitable Advisors, LLC national BD | Ally Invest Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2025 | Aug 27, 2026 (399 d) |
| Craig Fabrikant | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Jul 31, 2025 |
| Charles Scott | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Jul 14, 2025 |
| Nicholas B Dabella | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Aug 5, 2025 |
| Christopher Neal Leyda | Equitable Advisors, LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 23, 2025 | Jul 29, 2025 |
| Nancy Dabella Eagle | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Jul 29, 2025 |
| Collin Bradley Oneill | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Sep 11, 2025 (50 d) |
| Sicong Ai | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 23, 2025 | Dec 1, 2025 (131 d) |
| Ronnie Michael Kirby | Equitable Advisors, LLC national BD | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Sep 8, 2025 (47 d) |
| David Glazier | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 22, 2025 | Jul 28, 2025 |
| Larry Delfin Lau | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2025 | Aug 7, 2025 |
| Richard Joseph Haberstroh | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2025 | Oct 31, 2025 (106 d) |
| Leah Marie Pasqualetti | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 17, 2025 | Aug 19, 2025 (33 d) |
| Daniel Rose | Equitable Advisors, LLC national BD | T. Rose & Associates, Inc. other | Other | Jul 17, 2025 | Jul 21, 2025 |
| Tobin Allen Narciso Short | Equitable Advisors, LLC national BD | Transce3nd LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2025 | Jul 23, 2025 |
| Kevin William Adams | Equitable Advisors, LLC national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2025 | Dec 7, 2025 (144 d) |
| Jeannine Oconnor Klos | Equitable Advisors, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2025 | Aug 19, 2025 (36 d) |
| Nadezhda Yurievna Erinchek | Equitable Advisors, LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2025 | Jul 31, 2025 |
| Greer Thomas Kollman | Equitable Advisors, LLC national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2025 | Feb 2, 2026 (206 d) |
| Lingyun Yang | Equitable Advisors, LLC national BD | Rhp Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2025 | Sep 4, 2025 (56 d) |
| Joseph E. Bullis | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 9, 2025 | Jul 14, 2025 |
| Almog Mor | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 9, 2025 | Jul 20, 2025 |
| Kevin Patrick Barrett | Equitable Advisors, LLC national BD | Ladenburg Thalmann Asset Management Inc mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2025 | Oct 15, 2025 (99 d) |
| Nathan Stanley Mayer | Equitable Advisors, LLC national BD | Harbour Investments, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2025 | Jul 24, 2025 |
| Nolan Michael Godek | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2025 | Feb 12, 2026 (219 d) |
| Zachary Paul Gross | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2025 | Sep 15, 2025 (70 d) |
| Cody John Mccullough | Equitable Advisors, LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 3, 2025 | Jul 1, 2025 |
| Daniel Francis Hogan | Equitable Advisors, LLC national BD | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 3, 2025 | Jul 1, 2025 |
| Diego Fernandez | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2025 | Oct 6, 2025 (96 d) |
| Ryan Taylor | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2025 | Jul 2, 2025 |
| Zachary Caleb Murdock | Equitable Advisors, LLC national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Jul 2, 2025 |
| Mackenzie Gibson | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 26, 2025 | Aug 11, 2025 (46 d) |
| Mitchell Milks | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Jul 7, 2025 |
| Dylan L Reed | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 26, 2025 | Aug 12, 2025 (47 d) |
| Rippert Paul Roberts | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2025 | Jun 24, 2025 |
| Vanshika Mahajan | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2025 | Jul 23, 2025 |
| Callan Brooks Hirschey | Equitable Advisors, LLC national BD | Hodges Capital Management Inc mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2025 | Jul 7, 2025 |
| Benedict John Mcgrath | Equitable Advisors, LLC national BD | Gerber Kawasaki Wealth & Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2025 | May 6, 2026 (315 d) |
| Sean Tintle | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2025 | Oct 28, 2025 (125 d) |
| Jordan Wiedmayer | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Nov 25, 2025 (155 d) |
| Antonio Russo | Equitable Advisors, LLC national BD | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Mar 18, 2026 (268 d) |
| Olgena Guzhuna | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 18, 2025 | Jul 1, 2025 |
| Evan Robert Klump | Equitable Advisors, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Jun 18, 2025 | Jul 1, 2025 |
| Alexander Lee | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 18, 2025 | Aug 11, 2025 (54 d) |
| Anthony Orlando Riley-Barrett | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2025 | Jun 11, 2025 |
| Mitchell Williams | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2025 | Oct 2, 2025 (107 d) |
| Robert Hsu | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jun 25, 2025 |
| Evan Belland | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 12, 2025 | Aug 14, 2025 (63 d) |
| Joey Veizaga-Soto | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 12, 2025 | Jun 27, 2025 |
| Ioannis Kyriakos Profylienos | Equitable Advisors, LLC national BD | Manning & Napier Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2025 | Jul 28, 2025 (47 d) |
| Hamid Abdollahi | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jun 10, 2025 | Aug 29, 2025 (80 d) |
| Mason Coffey | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 10, 2025 | Jun 9, 2025 |
| Christian Camilo | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 10, 2025 | Dec 23, 2025 (196 d) |
6,268 moves match.