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 |
|---|---|---|---|---|---|
| Eric Louis Blackman | Equitable Advisors, LLC national BD | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jun 10, 2026 |
| Jared Matthew Hyman | Equitable Advisors, LLC national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | Sep 14, 2026 (109 d) |
| Miles Peterson | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | Jun 1, 2026 |
| Haris Khurrum Monga | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 27, 2026 | Jul 21, 2026 (55 d) |
| Rachel Roanne Gutierrez | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | May 22, 2026 | May 21, 2026 |
| Franco Rosen Melhado | Equitable Advisors, LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2026 | Aug 28, 2026 (98 d) |
| Sergio David Nunez | Equitable Advisors, LLC national BD | Ally Invest Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 22, 2026 | Aug 26, 2026 (96 d) |
| Timothy Bernhardt | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 22, 2026 | Jul 17, 2026 (56 d) |
| Colin Michael Mcspedon | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | May 22, 2026 | Jul 10, 2026 (49 d) |
| Nathan Lawrence Barbieri | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 22, 2026 | Jun 30, 2026 (39 d) |
| Distefano Palma | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 22, 2026 | Jul 29, 2026 (68 d) |
| Frank Borges Espindola | Equitable Advisors, LLC national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2026 | Jul 29, 2026 (69 d) |
| James Joseph Kelly | Equitable Advisors, LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | Jun 1, 2026 |
| Dylan Lee Shaw | Equitable Advisors, LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | Jul 9, 2026 (50 d) |
| Jonathan Kyle Byus | Equitable Advisors, LLC national BD | Level Four Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2026 | Jun 3, 2026 |
| Eric Sean Callahan | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 13, 2026 |
| Deborah Mary Mansour | Equitable Advisors, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 19, 2026 | May 18, 2026 |
| Matthew Joseph Cybulski | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 19, 2026 | Jun 11, 2026 |
| Owen Egermayer | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 19, 2026 | May 28, 2026 |
| Zecheng Ye | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | Jun 9, 2026 |
| Aaron Michael Collins | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 18, 2026 | Jun 2, 2026 |
| Justin Egan | Equitable Advisors, LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2026 | Jun 30, 2026 (48 d) |
| Meghan Sutphen | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 13, 2026 | May 28, 2026 |
| Christa Breeann Miller | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 12, 2026 | May 11, 2026 |
| Cristobal Aguirre | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 12, 2026 | Jun 4, 2026 |
| Michael A. Eldridge | Equitable Advisors, LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | May 11, 2026 | Sep 10, 2026 (122 d) |
| Blake Klein | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2026 | May 28, 2026 |
| Paul W Wessel | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 11, 2026 | May 26, 2026 |
| James Mccarron | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 8, 2026 | May 15, 2026 |
| Jacob Steven Scarbath | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2026 | May 26, 2026 |
| Turkessa Amoah | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 14, 2026 |
| Michael Turchi | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | Jun 11, 2026 (35 d) |
| William P. Glenn | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | Jun 3, 2026 |
| Michael Penn Teller | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | May 29, 2026 |
| Tanvi Singla | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | May 29, 2026 |
| Olivia Kenerly Boyd | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | Jun 8, 2026 (32 d) |
| Carter C Delong | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 6, 2026 | Jun 3, 2026 |
| Izabella M Bobkiewicz | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 6, 2026 | May 28, 2026 |
| Thomas Lieuw | Equitable Advisors, LLC national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | Jun 3, 2026 |
| Matthew William Birchenough | Equitable Advisors, LLC national BD | Piper Sandler & Co. institutional | Other | May 6, 2026 | Aug 19, 2026 (105 d) |
| Joshua Becker | Equitable Advisors, LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | May 6, 2026 |
| Brett Robinson | Equitable Advisors, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 6, 2026 | Aug 26, 2026 (112 d) |
| Ayushkumar Manishkumar Patel | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 6, 2026 | Jun 22, 2026 (47 d) |
| Victoria Marie James | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2026 | May 14, 2026 |
| Tristan L Kao | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | Aug 28, 2026 (115 d) |
| Dylan James Ovanin | Equitable Advisors, LLC national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 15, 2026 |
| Katarina Milosevic | Equitable Advisors, LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | May 4, 2026 | May 14, 2026 |
| John Matthew Frey | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 4, 2026 | May 20, 2026 |
| Jose A Oseguera | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2026 | Jul 14, 2026 (74 d) |
| Justin A Lukas | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 1, 2026 | Aug 31, 2026 (122 d) |
| Douglas L Thomas | Equitable Advisors, LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 29, 2026 |
| Jalen A Lund | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | Jul 7, 2026 (68 d) |
| Michelle Yuxin Chen | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | Sep 17, 2026 (140 d) |
| Autumn Hunter Davidson | Equitable Advisors, LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | May 1, 2026 |
| Nicholas Lawrence Houk | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Jul 6, 2026 (69 d) |
| Neal Vincent Campagna | Equitable Advisors, LLC national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 20, 2026 |
| Benjamin Drechsler | Equitable Advisors, LLC national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Apr 27, 2026 | Aug 10, 2026 (105 d) |
| Amelia Petree | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Jun 5, 2026 (42 d) |
| Ethan Ryder | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 24, 2026 | May 15, 2026 |
| Jennifer Earnest | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 23, 2026 | Apr 23, 2026 |
6,250 moves match.