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 Equity Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jason Wayne Anderson | Ameriprise Financial Services, LLC national BD | Equity Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2022 | Jan 28, 2022 |
| David Keith Gilmore | Ameriprise Financial Services, LLC national BD | Equity Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 2, 2022 | Jan 28, 2022 |
| Eldon Eugene Anderson | Ameriprise Financial Services, LLC national BD | Equity Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 1, 2022 | Jan 28, 2022 |
| Brian D. Ismert | Northwestern Mutual Investment Services,LLC no RAUM | Equity Wealth Partners, LLC independent RIA | Other | Sep 14, 2016 | May 17, 2026 (3532 d) |
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4 moves match.