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 |
|---|---|---|---|---|---|
| Sydney Marie Ludwig | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Apr 13, 2026 |
| Dylan T Shalvey | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Jun 10, 2026 (72 d) |
| Frederick David Docous | Equitable Advisors, LLC national BD | Synthesis Capital Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 26, 2026 | May 18, 2026 (53 d) |
| Jacob Morenus | Equitable Advisors, LLC national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2026 | Mar 24, 2026 |
| Anshu Chopra Vohra | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 26, 2026 | Aug 18, 2026 (145 d) |
| Daniel Christopher Lawson | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 25, 2026 | Apr 20, 2026 |
| Madison Taylor Matthews | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2026 | Apr 20, 2026 |
| Alexander Coun | Equitable Advisors, LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2026 | Jul 2, 2026 (99 d) |
| Jashanpreet Singh | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 25, 2026 | May 1, 2026 (37 d) |
| Guy Rene Mondjii | Equitable Advisors, LLC national BD | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Apr 27, 2026 (34 d) |
| Devlin Morales | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 24, 2026 | Mar 26, 2026 |
| Benjamin Cobb | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 24, 2026 | Mar 23, 2026 |
| Tyler Franco | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 24, 2026 | Apr 6, 2026 |
| Jodi Danielle Van Voorhis | Equitable Advisors, LLC national BD | Cresset Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Apr 10, 2026 |
| Derek Michael Lavery | Equitable Advisors, LLC national BD | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 18, 2026 |
| Nicholas Galente | Equitable Advisors, LLC national BD | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 18, 2026 |
| Michael John Spero | Equitable Advisors, LLC national BD | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 18, 2026 |
| Sarah Ashley Babcock | Equitable Advisors, LLC national BD | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 18, 2026 |
| Eric Christopher Landry | Equitable Advisors, LLC national BD | Brookstone Wealth Advisors, LLC no RAUM | Other | Mar 20, 2026 | Mar 16, 2026 |
| Andrew Sieczka | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 20, 2026 | Apr 30, 2026 (41 d) |
| James Ethan Jackson | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Apr 1, 2026 |
| Kayla Dawn Taylor | Equitable Advisors, LLC national BD | Assetbuilder, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2026 | Apr 21, 2026 (33 d) |
| Aidan Sjothun | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Mar 19, 2026 | May 15, 2026 (57 d) |
| Rodolfo Rodriguez | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Apr 9, 2026 |
| Christian J Dinallo | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 18, 2026 | Apr 24, 2026 (37 d) |
| Sanaj Gupta | Equitable Advisors, LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2026 | Jun 11, 2026 (85 d) |
| Danny Shiva Sookram | Equitable Advisors, LLC national BD | Aegis Capital Corp. BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2026 | Apr 23, 2026 (37 d) |
| Marlo D Ramo Morales | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 17, 2026 | Apr 6, 2026 |
| Mitchell Aaron Ruff | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Apr 15, 2026 |
| Vincent J Florentino | Equitable Advisors, LLC national BD | Integrated Advisors Network LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Apr 13, 2026 |
| Cameron Taylor Hopkins-Harrington | Equitable Advisors, LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Apr 10, 2026 |
| Michael Brian Fong | Equitable Advisors, LLC national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 11, 2026 |
| Dillon C Sparks | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 12, 2026 | Sep 17, 2026 (189 d) |
| John Mack | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Mar 10, 2026 |
| Nishtha Sharma | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 12, 2026 | Mar 20, 2026 |
| Genevra Ashley Mitrovich | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Mar 12, 2026 |
| Charles Manoukian | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 11, 2026 | Apr 1, 2026 |
| Jacob Walter Capellupo | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Mar 11, 2026 | Jul 2, 2026 (113 d) |
| Nicholas P Bravoco | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 11, 2026 | Apr 13, 2026 (33 d) |
| Jackson Parrish | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 10, 2026 | Mar 13, 2026 |
| Robert John Faller | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Mar 10, 2026 | May 12, 2026 (63 d) |
| Bernardo Velasco Linares | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 10, 2026 | Mar 11, 2026 |
| Ryan Wayne Wood | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 9, 2026 | Mar 11, 2026 |
| Ted Chen | Equitable Advisors, LLC national BD | Ni Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 9, 2026 | Apr 14, 2026 (36 d) |
| Mikayla Noel Born | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 9, 2026 | Mar 11, 2026 |
| Kira Marie La Sage | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 9, 2026 | Mar 11, 2026 |
| Benjamin Norman Campbell | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 9, 2026 | Mar 11, 2026 |
| Justin Elovitz | Equitable Advisors, LLC national BD | Lemnis Capital no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 9, 2026 | Mar 11, 2026 |
| Ridge Alexander Dutkin | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2026 | May 29, 2026 (81 d) |
| Jonathon Garrett Whitson | Equitable Advisors, LLC national BD | Summit Global Investments, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Apr 10, 2026 (32 d) |
| Cory Strang | Equitable Advisors, LLC national BD | State Farm Investment Management Corp. asset manager | Other | Mar 9, 2026 | May 8, 2026 (60 d) |
| Jonathan Totillo | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 6, 2026 | Mar 11, 2026 |
| Sandy Eduardo Aristy | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 6, 2026 | Jun 8, 2026 (94 d) |
| Mia Peters | Equitable Advisors, LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | May 31, 2026 (86 d) |
| Marcus Nilsson | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 5, 2026 | Mar 4, 2026 |
| Ilirian Mujovic | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Feb 25, 2026 |
| John Michael Librizzi | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Apr 22, 2026 (48 d) |
| Julian Goodman | Equitable Advisors, LLC national BD | Stonebridge Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 5, 2026 | Mar 4, 2026 |
| Christian Alino | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Apr 6, 2026 (32 d) |
| Timothy E Mckinney | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Mar 5, 2026 | May 12, 2026 (68 d) |
6,259 moves match.