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 |
|---|---|---|---|---|---|
| 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 |
| Shania Mason | Equitable Advisors, LLC national BD | United Brokerage Services Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2026 | May 4, 2026 |
| Austin Sanjiv Dave | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 22, 2026 | Aug 14, 2026 (114 d) |
| Edward Kerrisk | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 22, 2026 | Apr 22, 2026 |
| Timothy Andrew Fields | Equitable Advisors, LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2026 | May 5, 2026 |
| Harrison Eli Vogel | Equitable Advisors, LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2026 | May 20, 2026 |
| Johnathan Thimodo | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 22, 2026 | Jul 20, 2026 (89 d) |
| Elizabeth Ann Alamillo | Equitable Advisors, LLC national BD | Wela Financial Advisory independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2026 | May 11, 2026 |
| Michael David Carlos Gonzalez | Equitable Advisors, LLC national BD | Shuster Advisory Group, LLC institutional | Other | Apr 21, 2026 | May 18, 2026 |
| Ethan Kozel | Equitable Advisors, LLC national BD | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | Jun 8, 2026 (49 d) |
| Max Bjurlin | Equitable Advisors, LLC national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | May 7, 2026 |
| Garett Robert Perdue | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | May 11, 2026 |
| Glenn Sullivan | Equitable Advisors, LLC national BD | Arcadia Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | May 1, 2026 |
| Yoko Chris Whittaker | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 17, 2026 | May 14, 2026 |
| Derek Zieziula | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Jul 13, 2026 (87 d) |
| Eyan Baul | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 17, 2026 | May 7, 2026 |
| Zachary Aaron Snyder | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Apr 23, 2026 |
| Cameron Jacoby | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 16, 2026 | May 1, 2026 |
| Jesse Newman | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 15, 2026 | May 11, 2026 |
| Jeffrey Mwonga | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Jun 4, 2026 (51 d) |
| Kevin Suarez | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 14, 2026 | Jun 9, 2026 (56 d) |
| Anh Dien Vong | Equitable Advisors, LLC national BD | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Jul 2, 2026 (79 d) |
| Kayla Conelli | Equitable Advisors, LLC national BD | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | May 6, 2026 |
| Chandler Moeller | Equitable Advisors, LLC national BD | Eversource Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Sep 17, 2026 (157 d) |
| Melanie Videto | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Jul 22, 2026 (103 d) |
| Danner Stephenson | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2026 | Jun 10, 2026 (61 d) |
| Andrew Pokriki | Equitable Advisors, LLC national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Jun 30, 2026 (81 d) |
| Reegan Ronald Capozzoli | Equitable Advisors, LLC national BD | Lumida Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2026 | May 13, 2026 (33 d) |
| Robert Karl Drexel | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Apr 16, 2026 |
| Adam Foster King | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2026 | May 7, 2026 |
| Dominic Chimienti | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 9, 2026 | May 29, 2026 (50 d) |
| Luca Luigi Solimeno | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Jul 21, 2026 (103 d) |
| Blake Fanshier | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Apr 29, 2026 |
| Michael Dean Herzog | Equitable Advisors, LLC national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Apr 22, 2026 |
| Logan Marshall Redey | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2026 | May 13, 2026 (35 d) |
| Christian Puleo | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Apr 27, 2026 |
| Riley David Ahlquist | Equitable Advisors, LLC national BD | Advocate Investing Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2026 | Apr 23, 2026 |
| Richard Gardon | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Jun 24, 2026 (77 d) |
| Jenna Lena Passerini | Equitable Advisors, LLC national BD | Sax Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2026 | Apr 14, 2026 |
| Liam Robert Sawchuk | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Jun 9, 2026 (62 d) |
| Gregory Kirichenko | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 7, 2026 | Apr 21, 2026 |
| Cassidy Jo Hirsch | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 7, 2026 | May 8, 2026 (31 d) |
| Van W True | Equitable Advisors, LLC national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Apr 7, 2026 | May 4, 2026 |
| Michael Irvin | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 7, 2026 | Apr 13, 2026 |
| Karin Kamille Langwasser | Equitable Advisors, LLC national BD | The Baldwin Group Wealth Advisors, LLC other | Other | Apr 6, 2026 | Apr 22, 2026 |
| Inga C Wedderburn | Equitable Advisors, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 6, 2026 | Apr 21, 2026 |
| Talyn Mitchell | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 6, 2026 | Apr 23, 2026 |
| Tatum Zupnik | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2026 | Apr 28, 2026 |
| Vincent Lin | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2026 | Jun 16, 2026 (75 d) |
| Patrick Michael Almond | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 2, 2026 | May 1, 2026 |
| Luke Haddad | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 1, 2026 | Apr 23, 2026 |
| James Louis Gellman | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Apr 1, 2026 | Jun 6, 2026 (66 d) |
| Liam Prajapati Patel | Equitable Advisors, LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 25, 2026 |
| Julian Brian Ma | Equitable Advisors, LLC national BD | Ernst & Young Investment Advisers Llp no RAUM | Other | Mar 31, 2026 | May 14, 2026 (44 d) |
| Garrett Busler | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 30, 2026 | Apr 9, 2026 |
6,259 moves match.