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 |
|---|---|---|---|---|---|
| Nicasio Gristina | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 10, 2025 | Jul 2, 2025 |
| Robert Patrick Mcracken | Equitable Advisors, LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Sep 5, 2025 (88 d) |
| Travis Matthew Oconnor | Equitable Advisors, LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2025 | Jun 24, 2025 |
| Tyler Berg | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 6, 2025 | Jul 30, 2025 (54 d) |
| Cesar Edgardo Vargas | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2025 | Jun 12, 2025 |
| Jonathan Lamprecht | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 5, 2025 | Jul 11, 2025 (36 d) |
| Cameron Jeffrey Hunt | Equitable Advisors, LLC national BD | Alpha Zero LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2025 | Aug 8, 2025 (64 d) |
| Marianne Manrui Zhu | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 5, 2025 | Jun 24, 2025 |
| Matthew Ryan Wojcik | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2025 | Jul 16, 2025 (41 d) |
| Jessica Nuhaj | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | Dec 3, 2025 (182 d) |
| Calvin Anthony | Equitable Advisors, LLC national BD | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | Oct 28, 2025 (146 d) |
| Chase Piatko | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2025 | Jun 17, 2025 |
| Lucas Eastburn | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 2, 2025 | Sep 11, 2025 (101 d) |
| Elliot Howard | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 2, 2025 | Jun 27, 2025 |
| Jeremy Steven Fritsch | Equitable Advisors, LLC national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2025 | May 29, 2025 |
| Clare Marie Nawrocki | Equitable Advisors, LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2025 | May 27, 2025 |
| Ricardo Velez | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 30, 2025 | Dec 12, 2025 (196 d) |
| Walker Alan Cleveland | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 30, 2025 | May 28, 2025 |
| Aalexys Garcia | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 30, 2025 | Jul 9, 2025 (40 d) |
| Payton L Villecco | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 30, 2025 | Aug 4, 2025 (66 d) |
| James Anthony Perrone | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | May 30, 2025 | Jul 10, 2025 (41 d) |
| Carter Kurz | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 29, 2025 | Oct 29, 2025 (153 d) |
| Dongwon Yoo | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | May 29, 2025 | Nov 28, 2025 (183 d) |
| Theodore Robert Giandana | Equitable Advisors, LLC national BD | Neuberger Berman Bd LLC no RAUM | Other | May 29, 2025 | Sep 16, 2025 (110 d) |
| Balin Thurow Smith | Equitable Advisors, LLC national BD | Hilltop Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2025 | May 29, 2025 |
| Nicholas Rimac | Equitable Advisors, LLC national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2025 | Jun 24, 2025 |
| Michael Gusefski | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 21, 2025 |
| Cameron J Ferrulo | Equitable Advisors, LLC national BD | Gms Group other | Other | May 23, 2025 | Feb 25, 2026 (278 d) |
| Brennan Moore Blaszczak | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 23, 2025 | Jul 7, 2025 (45 d) |
| Martin Anthony Berishaj | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 23, 2025 | May 28, 2025 |
| Corey Schrader | Equitable Advisors, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2025 | Jul 15, 2025 (54 d) |
| Brianna Cook | Equitable Advisors, LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | Jan 15, 2026 (239 d) |
| Andrew Shakespeare | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | May 1, 2026 (346 d) |
| Jackson Cobb Hayward | Equitable Advisors, LLC national BD | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | May 22, 2025 |
| Jacob Solomita | Equitable Advisors, LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | Oct 15, 2025 (148 d) |
| Zachary Alex Mcdonald | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 20, 2025 | Jun 13, 2025 |
| Adryana Freddi Geyser | Equitable Advisors, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2025 | Jun 3, 2025 |
| Antonio Stavros Kavouriou | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 16, 2025 | May 15, 2025 |
| Matthew William Welsh | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 16, 2025 | Jun 30, 2025 (45 d) |
| Tyler Jeffrey Christensen | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2025 | Jun 24, 2025 (40 d) |
| Imani Tate | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 14, 2025 | May 23, 2025 |
| Andrea Kenner | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2025 | Jun 16, 2025 (34 d) |
| William Burton | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 13, 2025 | Aug 8, 2025 (87 d) |
| Jansen Brennan Bordinhao | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2025 | Jul 21, 2025 (70 d) |
| Trent Richardson | Equitable Advisors, LLC national BD | Symphony One Capital Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 12, 2025 | Jun 2, 2025 |
| Jerred Grell | Equitable Advisors, LLC national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2025 | Jun 3, 2025 |
| Jon Erik Huffman | Equitable Advisors, LLC national BD | Huffman & Ross Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2025 | May 2, 2025 |
| Jennifer Nicole Ross | Equitable Advisors, LLC national BD | Huffman & Ross Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 9, 2025 | May 2, 2025 |
| Antonio Competiello | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | May 9, 2025 | Oct 9, 2025 (153 d) |
| Logan Nourie | Equitable Advisors, LLC national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2025 | May 13, 2025 |
| Tyler Gulbas | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 8, 2025 | May 28, 2025 |
| Brian Lee Curry | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2025 | Oct 30, 2025 (175 d) |
| Erlind Shehu | Equitable Advisors, LLC national BD | Sentinel Pension Advisors, LLC. institutional | Other | May 8, 2025 | Aug 26, 2025 (110 d) |
| Ryan Joseph Grande | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 8, 2025 | Jun 12, 2025 (35 d) |
| Gabriela Reyes Alvarenga | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2025 | May 24, 2025 |
| Joshua Doze Canevari | Equitable Advisors, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2025 | Jun 16, 2025 (40 d) |
| Alexander Joseph Hoscila | Equitable Advisors, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 7, 2025 | Jun 10, 2025 (34 d) |
| Justin Kelly | Equitable Advisors, LLC national BD | Compass Financial Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2025 | May 14, 2025 |
| Truett Jameson Hankerson | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2025 | May 5, 2025 |
| Justin Bradley Cameron | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 6, 2025 | May 4, 2025 |
6,268 moves match.