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

Arrivals at Southland Equity Partners, 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.

AdvisorFromToTypeLeftRegistered
William Woodrow WelchOsaic Wealth, Inc. BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2024Mar 17, 2026 (497 d)
Rick Allen HealyOsaic Wealth, Inc. BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2024Oct 2, 2024
Larry Alan GunstreamFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Nov 13, 2014
Betsy Ann SullivanFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. otherOtherNov 3, 2023Mar 30, 2016
Thomas David EbnerFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. otherOtherNov 3, 2023Jul 22, 2016
Robert Michael LeshnakFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Nov 13, 2014
Michael Stephen HolbrookFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Oct 20, 2023
Kaiping Kenneth WuFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Oct 29, 2015
June Yuejiao Wang ChinFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Oct 1, 2014
Dennis Lee JacksonFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Nov 13, 2014
James Asher JacksonFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Nov 13, 2014
Alan Russell CrosbyFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2023Aug 21, 2018
Gayle M LongFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 3, 2023Sep 17, 2014
Brian Scott ThomasFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherDec 31, 2022Sep 17, 2014
Raymond Edward BolinFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2022Feb 3, 2021
Michelle Linne BestVanguard Advisers, Inc. BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2022May 28, 2024 (766 d)
Eric David AntrobiusFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherMar 8, 2022Jul 19, 2010
Matthew Thomas GarotAssociated Investment Services, Inc. independent RIASouthland Equity Partners, LLC. independent RIARIA to RIAMar 15, 2021Mar 1, 2021
James Carl SextonFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherDec 21, 2020May 3, 2011
Melanie Jo PearsonCharles Schwab & Co., Inc. national BDSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIANov 6, 2020Nov 3, 2020
Erich Andulan CastilloFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2020Jan 22, 2024 (1299 d)
Gage Cobey PaulStorey & Associates independent RIASouthland Equity Partners, LLC. independent RIARIA to RIADec 4, 2019Jun 1, 2020 (180 d)
Michael J SchanoFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherDec 20, 2018Feb 4, 2016
Jonathan Hunter BodwellFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherNov 16, 2017Sep 10, 2015
Eric TaylorFsc Securities Corporation otherSouthland Equity Partners, LLC. independent RIAOtherJan 3, 2017Jan 23, 2024 (2576 d)
Robert Burks WoodFsc Securities Corporation otherSouthland Equity Partners, LLC. no RAUMOtherDec 31, 2016Sep 17, 2014
Damon RidleyFsc Securities Corporation otherSouthland Equity Partners, LLC. no RAUMOtherApr 4, 2016Jan 19, 2011
Matthew Mcmaster GaudeFsc Securities Corporation otherSouthland Equity Partners, LLC. no RAUMOtherDec 31, 2015Nov 22, 2010
Christopher Allen SalyerFsc Securities Corporation otherSouthland Equity Partners, LLC. no RAUMOtherNov 4, 2015Nov 12, 2015
Richard David MercadoFsc Securities Corporation otherSouthland Equity Partners, LLC. no RAUMOtherAug 29, 2012Nov 19, 2010
Richard Stanley RebelloStrategic Wealth Advisors Group otherSouthland Equity Partners, LLC. no RAUMOtherApr 1, 2009Nov 13, 2014 (2052 d)
Gregory Alan CrosbyCrosby, Trevino & Associates, Inc. unclassifiedSouthland Equity Partners, LLC. no RAUMOtherDec 31, 2006Mar 9, 2015 (2990 d)
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32 moves match.