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 |
|---|---|---|---|---|---|
| Asa Aldridge | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 6, 2025 | Jan 14, 2026 (253 d) |
| Tyler Cameron Norby | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 6, 2025 | Nov 24, 2025 (202 d) |
| Luke Pitcher | Equitable Advisors, LLC national BD | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2025 | Jun 6, 2025 (31 d) |
| Brian Hammill | Equitable Advisors, LLC national BD | Pgim Investments LLC asset manager | Other | May 6, 2025 | May 11, 2026 (370 d) |
| Tianna Symone Robinson | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | Apr 30, 2025 |
| Aaron Johnson | Equitable Advisors, LLC national BD | Silver Oak Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | May 14, 2025 |
| Kyle Sahli | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | Apr 29, 2025 |
| Thomas Gleason | Equitable Advisors, LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | Oct 28, 2025 (176 d) |
| Christopher Mingone | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2025 | May 1, 2025 |
| James Verga | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Jun 25, 2025 (57 d) |
| Kale M Young | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Jul 28, 2025 (90 d) |
| Ryan Strauss | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 29, 2025 | Jun 10, 2025 (42 d) |
| Michael Steese | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 29, 2025 | May 23, 2025 |
| Thomas Kevin Sheehan | Equitable Advisors, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 28, 2025 | Apr 22, 2025 |
| Darren Brian Armstrong | Equitable Advisors, LLC national BD | Victory Capital Management Inc. asset manager | Other | Apr 28, 2025 | May 2, 2025 |
| Matthew Sheehan | Equitable Advisors, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 25, 2025 | Apr 22, 2025 |
| Ariel Canales | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 25, 2025 | Apr 24, 2025 |
| Philip Loyd Guinn | Equitable Advisors, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 25, 2025 | Apr 22, 2025 |
| Jordan Garcia | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Apr 25, 2025 | Jun 24, 2025 (60 d) |
| Alexander Biestek | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 25, 2025 | May 13, 2025 |
| Sonnie Onaona Koko | Equitable Advisors, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2025 | Apr 17, 2025 |
| Michael Mcgee Poncet | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 24, 2025 | May 2, 2025 |
| Crystal Marie Collado | Equitable Advisors, LLC national BD | Stone Wall Money Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 24, 2025 | Apr 28, 2025 |
| Tod Andrew Drury | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2025 | Sep 26, 2025 (156 d) |
| Derek Jeffress Williams | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 23, 2025 | Apr 17, 2025 |
| Lucas Daniel Staub | Equitable Advisors, LLC national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2025 | Aug 11, 2026 (475 d) |
| Kevin Lynch | Equitable Advisors, LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2025 | May 19, 2025 |
| Michael Thomas Ihrke | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 21, 2025 | Apr 11, 2025 |
| Ernesto Smith Fernandez | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2025 | May 5, 2025 |
| Joshua Schmalz | Equitable Advisors, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Jul 7, 2025 (81 d) |
| Connor Gray | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Jul 7, 2025 (81 d) |
| Mikelyn Marie Granato | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Apr 28, 2025 |
| Henry G Eriksen | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 16, 2025 | Jun 5, 2025 (50 d) |
| Colin Philip Shannon | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Jun 10, 2025 (55 d) |
| Brandon Mattison Hilger | Equitable Advisors, LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 14, 2025 | May 6, 2025 |
| Anmol Singh Multani-Kohal | Equitable Advisors, LLC national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 14, 2025 | Apr 10, 2025 |
| Trey Gilbert | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 14, 2025 | Aug 1, 2025 (109 d) |
| Marlon Moses | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 11, 2025 | Aug 15, 2025 (126 d) |
| Jason Thomas Peet | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 11, 2025 | Apr 23, 2025 |
| Paskalis Makriannis | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2025 | Sep 2, 2025 (145 d) |
| Jeffrey N Weiss | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2025 | Apr 29, 2025 |
| Elzie Nathaniel Ross | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | Jun 2, 2025 (55 d) |
| Megan Fry Dozier | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | Apr 9, 2025 |
| Jacob Samuel Aromy | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2025 | Apr 10, 2025 |
| Joseph Connor Warwick | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2025 | May 30, 2025 (52 d) |
| Eric Munro | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 3, 2025 | Apr 10, 2025 |
| Zain Asif | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 3, 2025 | May 5, 2025 (32 d) |
| Isabella Rahman | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 3, 2025 | May 2, 2025 |
| Tyler Joseph Clark | Equitable Advisors, LLC national BD | Pfg Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2025 | Apr 3, 2025 |
| Matin John Shayan | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2025 | Jun 5, 2025 (64 d) |
| Nicolas Kirsch | Equitable Advisors, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Apr 1, 2025 | Apr 4, 2025 |
| Charles Benjamin Cutter | Equitable Advisors, LLC national BD | Briarwood Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 1, 2025 | May 14, 2025 (43 d) |
| Matthew Webster | Equitable Advisors, LLC national BD | Sage, Rutty & Co., Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2025 | Jul 29, 2025 (123 d) |
| Daniel Cruz | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 28, 2025 | May 1, 2025 (34 d) |
| Cole Shugart | Equitable Advisors, LLC national BD | Godsey & Gibb Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2025 | Jul 23, 2025 (118 d) |
| Brenden William Kevelighan | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2025 | Mar 18, 2025 |
| Eric Yum | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 25, 2025 | Mar 21, 2025 |
| Austin G Churchel | Equitable Advisors, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 24, 2025 | Aug 22, 2025 (151 d) |
| Daniel Gilman | Equitable Advisors, LLC national BD | LPL Enterprise, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 21, 2025 | Mar 24, 2025 |
| Joshua Brucker | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 21, 2025 | Mar 25, 2025 |
6,268 moves match.