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 |
|---|---|---|---|---|---|
| Logan Ray Robinson | Equitable Advisors, LLC national BD | Cornermen Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2026 | Jan 16, 2026 |
| Robert Leslie Fletcher | Equitable Advisors, LLC national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jun 16, 2026 (141 d) |
| Kevin Ferryman | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 23, 2026 | Jan 26, 2026 |
| David Rodriguez | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 23, 2026 | Jan 26, 2026 |
| Margaret Mary Wright | Equitable Advisors, LLC national BD | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Feb 2, 2026 |
| Andrew Michael Pitts | Equitable Advisors, LLC national BD | Worth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2026 | Mar 6, 2026 (43 d) |
| Andrew Wellington Walseman | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 29, 2026 |
| Peyton Elizabeth Godbey | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 22, 2026 | Feb 19, 2026 |
| Paul Bernier | Equitable Advisors, LLC national BD | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Jan 16, 2026 |
| Tyler Franks | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 21, 2026 | May 26, 2026 (125 d) |
| Julia Slobodnik | Equitable Advisors, LLC national BD | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Feb 4, 2026 |
| Peter John Dluoik | Equitable Advisors, LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Feb 11, 2026 |
| Sophia Grazioli | Equitable Advisors, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 20, 2026 | Feb 13, 2026 |
| Nicholas Delaurentis | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 20, 2026 | Apr 6, 2026 (76 d) |
| John T Arrington | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 20, 2026 | Jun 10, 2026 (141 d) |
| Ryan Jacobs | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Mar 19, 2026 (58 d) |
| Daniel Jeremiah Wijaya | Equitable Advisors, LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Apr 30, 2026 (100 d) |
| Binfeng Hou | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Feb 26, 2026 (42 d) |
| Noah Dickinson | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 15, 2026 | Feb 4, 2026 |
| Derek Houston St. Clair | Equitable Advisors, LLC national BD | Forefront independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 14, 2026 | Jan 6, 2026 |
| Ally Kaye Goss | Equitable Advisors, LLC national BD | Credit Union Investment Services state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 14, 2026 | Jan 13, 2026 |
| Jana Elizabeth Carter | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 14, 2026 | Apr 1, 2026 (77 d) |
| John Francis Sharkey | Equitable Advisors, LLC national BD | M Holdings Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 6, 2026 |
| Hayley Rae Betts | Equitable Advisors, LLC national BD | Captrust institutional | Other | Jan 12, 2026 | Jan 23, 2026 |
| Evan Oxley | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 30, 2026 |
| Dana J George | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 9, 2026 | Feb 3, 2026 |
| Pallavi Shrestha | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Mar 9, 2026 (59 d) |
| Naser Alsanea | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 9, 2026 | Apr 14, 2026 (95 d) |
| Preston Boeckel | Equitable Advisors, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jan 8, 2026 | Jan 10, 2026 |
| Zivi Ben-Ami Magenheim | Equitable Advisors, LLC national BD | Blackrock Investment Management, LLC other | Other | Jan 8, 2026 | Jan 26, 2026 |
| Addison Nicole Dunbar | Equitable Advisors, LLC national BD | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2026 | Jan 14, 2026 |
| Michael Nuzzi | Equitable Advisors, LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 8, 2026 | Mar 10, 2026 (61 d) |
| Dana Thomas Greene | Equitable Advisors, LLC national BD | Pinnacle Investments, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2026 | Jan 5, 2026 |
| Ryan Christopher Kasuba | Equitable Advisors, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2026 | Feb 5, 2026 |
| Brianna Melanie Lastra | Equitable Advisors, LLC national BD | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2026 | Jan 12, 2026 |
| Michael Meringolo | Equitable Advisors, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 7, 2026 | Jan 7, 2026 |
| Luke Vincent St. Denis | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2026 | Jan 23, 2026 |
| Tyler James Scholten | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2026 | Feb 2, 2026 |
| Dawson Troy-Lee Johnson | Equitable Advisors, LLC national BD | W&S Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Mar 10, 2026 (63 d) |
| Emmanuel Misusera Itembe | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Feb 4, 2026 |
| Lauren Martinez | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2026 | Aug 27, 2026 (233 d) |
| Logan Kincade | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 5, 2026 | Feb 2, 2026 |
| Alexander Roddier | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 5, 2026 | Jan 9, 2026 |
| Travis Adam White | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 5, 2026 | Jan 23, 2026 |
| Nathan D. Poplars | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Mar 3, 2026 (62 d) |
| Juan Jaime Soza | Equitable Advisors, LLC national BD | Victory Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2025 | Dec 21, 2025 |
| Dylan Douglas Mcdonald | Equitable Advisors, LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Feb 11, 2026 (50 d) |
| Mario Alfredo Cabral | Equitable Advisors, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Feb 19, 2026 (59 d) |
| Eli Cohen | Equitable Advisors, LLC national BD | Perigon Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2025 | Mar 23, 2026 (91 d) |
| William George Egan | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Feb 18, 2026 (58 d) |
| James St. Leger | Equitable Advisors, LLC national BD | Pinnacle Investments, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Dec 15, 2025 |
| Nelson Ngako Kameni | Equitable Advisors, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 19, 2025 | Jan 23, 2026 (35 d) |
| James Raymond Bishof | Equitable Advisors, LLC national BD | Hornor, Townsend & Kent, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2025 | Mar 25, 2026 (98 d) |
| Shane M. Hernandez | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Dec 17, 2025 | Mar 19, 2026 (92 d) |
| Riley James Modesitt | Equitable Advisors, LLC national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Dec 12, 2025 |
| Matthew Oliver Riskin | Equitable Advisors, LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Jan 7, 2026 |
| Parth Patel | Equitable Advisors, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Feb 4, 2026 (50 d) |
| Casey Beckett | Equitable Advisors, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Dec 16, 2025 | May 1, 2026 (136 d) |
| Donald Brady Borella | Equitable Advisors, LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Jan 22, 2026 (38 d) |
| David Greif | Equitable Advisors, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 15, 2025 | Dec 23, 2025 |
6,259 moves match.