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 Eqv Advisory, 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 |
|---|---|---|---|---|---|
| Katherine Stowers Skurski | Gulfstream Capital state registered | Eqv Advisory, LLC independent RIA | Other | Apr 30, 2026 | May 5, 2026 |
| Jonathan Lee Autry | Curi Capital, LLC independent RIA | Eqv Advisory, LLC no RAUM | RIA to a newly registered adviser | Nov 11, 2025 | Dec 2, 2025 |
| Michael Robinson Ragsdale | Balentine independent RIA | Eqv Advisory, LLC no RAUM | RIA to a newly registered adviser | Aug 23, 2024 | Nov 14, 2025 (448 d) |
| Mark Nicholas Paccione | Curi Capital, LLC independent RIA | Eqv Advisory, LLC no RAUM | RIA to a newly registered adviser | May 22, 2024 | Nov 14, 2025 (541 d) |
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4 moves match.