DFX Intelligence
Advisor moves
Arrivals at Sterling Legacy Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Catherine Helen Gilhuley | Equitable Advisors, LLC national BD | Sterling Legacy Advisors Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 5, 2025 | Feb 6, 2026 (154 d) |
| Jonathan Evans Varelas | Equitable Advisors, LLC national BD | Sterling Legacy Advisors Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 24, 2025 | Feb 6, 2026 (197 d) |
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2 moves match.