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EQUITY STORY USA

SYDNEY NSW, Australia · CRD 317909 · IAPD ↗ · +61 488 424 441

$0Regulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
May 2026 — EQUITY STORY USA (SYDNEY NSW, Australia) left the SEC roster (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
15
April 2025 — EQUITY STORY USA moved its main office from MANLY, NSW, to SYDNEY NSW, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
15
April 2024 — EQUITY STORY USA moved its main office from SYDNEY, to MANLY, NSW, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.