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 Equita Financial Network, Inc.

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
Diana Margaret FreeburgNorthstar Investment Advisory LLC no RAUMEquita Financial Network, Inc. independent RIAOtherMay 8, 2026Jun 25, 2026 (48 d)
Tricia A PrehleGuiding Wealth Management, LLC state registeredEquita Financial Network, Inc. independent RIAOtherDec 23, 2024Jul 28, 2026 (582 d)
Shehara Lynn WootenYour Story Financial, LLC unclassifiedEquita Financial Network, Inc. independent RIAOtherNov 19, 2024Jun 24, 2024
Stephen Jay WitteMidwest Capital Advisors, LLC mixed wealthEquita Financial Network, Inc. independent RIARIA to RIAOct 18, 2024Apr 9, 2025 (173 d)
Ann Judith ShubertIntentional Finance, LLC otherEquita Financial Network, Inc. independent RIAOtherJul 23, 2024Jun 18, 2024
Bernadette Therese Wan Yu HuangKreitler Financial LLC independent RIAEquita Financial Network, Inc. independent RIARIA to RIAMay 24, 2024Sep 24, 2024 (123 d)
Laura Ann Turo CorbianiMidwest Capital Advisors, LLC mixed wealthEquita Financial Network, Inc. independent RIARIA to RIAFeb 26, 2024Mar 28, 2024 (31 d)
Amy Margaret HamasakiOrigin Investment Advisory LLC independent RIAEquita Financial Network, Inc. independent RIARIA to RIAAug 4, 2023May 21, 2024 (291 d)
Jennifer Chang DazolsSincerus Advisory independent RIAEquita Financial Network, Inc. independent RIARIA to RIAMay 25, 2023Jan 22, 2025 (608 d)
Maria Teresa Hernandez HuertaCoats Financial Planning state registeredEquita Financial Network, Inc. independent RIAOtherApr 15, 2022May 2, 2022
Mary Meadows LivingstonPorter White Investment Advisors, Inc. independent RIAEquita Financial Network, Inc. independent RIARIA to RIAOct 6, 2020Oct 11, 2020
Kimberlee Ann SpencerThe Nalls Sherbakoff Group, LLC independent RIAEquita Financial Network, Inc. independent RIARIA to RIASep 28, 2020Sep 2, 2020
Stefanie Dziedzic CroweStone Bridge Asset Management, LLC state registeredEquita Financial Network, Inc. independent RIAOtherJun 30, 2020Jun 24, 2020
Ellen Katherine OsthusAccess Financial Services, Inc. independent RIAEquita Financial Network, Inc. independent RIARIA to RIAAug 23, 2019Sep 18, 2019
Melinda Jean MccubbinTruman Wealth Advisors unclassifiedEquita Financial Network, Inc. independent RIAOtherJan 8, 2019Jan 7, 2019
Bridget Venus GrimesLaurel Wealth Advisors, Inc. independent RIAEquita Financial Network, Inc. independent RIARIA to RIAMay 10, 2018Mar 1, 2022 (1391 d)
Eryn Jenell SchultzAccess 401k LLC unclassifiedEquita Financial Network, Inc. independent RIAOtherDec 31, 2017Jan 30, 2023 (1856 d)
Kathleen Lynda BurkeDelphi Private Advisors otherEquita Financial Network, Inc. independent RIAOtherAug 5, 2015Feb 6, 2017 (551 d)
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18 moves match.