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Advisor at SIGNATURE EQUITY PARTNERS, LLC
Westerville, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SIGNATURE EQUITY PARTNERS, LLC | Independent wealth | Apr 1, 2024 | n/a | yes | Westerville, OH | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 10, 2022 | Apr 8, 2024 | no | Westerville, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 2, 2016 | Jan 18, 2022 | no | MACEDONIA, OH|NORTH ROYALTON, OH|AKRON, OH|SAN DIEGO, CA|CUYAHOGA FALLS, OH|BEACHWOOD, OH|SOLON, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 18, 2013 | May 13, 2016 | no | NORTON, OH|AKRON, OH|AKRON, OH|UNIONTOWN, OH|AKRON, OH|AKRON, OH|AKRON, OH | Previous registration |
| FIRSTMERIT ADVISORS, INC. | n/a | May 13, 2013 | Sep 18, 2013 | no | AKRON, OH | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Mar 28, 2012 | May 8, 2013 | no | HIGHLAND HILLS, OH | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jul 21, 2010 | Feb 3, 2012 | no | BROOK PARK, OH|MIDDLEBURG HEIGHTS, OH|Strongsville, OH|North Royalton, OH|Berea, OH|CLEVELAND, OH|SHEFFIELD VILLAGE, OH|LORAIN, OH|Hinckley, OH|ELYRIA, OH|STRONGSVILLE, OH|BRUNSWICK, OH|BRUNSWICK, OH | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Aug 7, 2007 | Jul 6, 2010 | no | STRONGSVILLE, OH|PARMA, OH|BEECHWOOD, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Feb 24, 2005 | Aug 23, 2007 | no | STRONGSVILLE, OH|MEDINA, OH|HINCKLEY, OH|STRONGSVILLE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | SIGNATURE EQUITY PARTNERS, LLC | Apr 8, 2024 | Apr 1, 2024 | -7 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 18, 2022 | Jan 10, 2022 | -8 | Firm change | Ibd to ibd |
| FIRSTMERIT ADVISORS, INC. | LPL FINANCIAL LLC | Sep 18, 2013 | Sep 18, 2013 | 0 | Bulk transfer | Other |
| NEW ENGLAND SECURITIES CORPORATION | FIRSTMERIT ADVISORS, INC. | May 8, 2013 | May 13, 2013 | 5 | Firm change | Other |
| U.S. BANCORP INVESTMENTS, INC. | NEW ENGLAND SECURITIES CORPORATION | Feb 3, 2012 | Mar 28, 2012 | 54 | Firm change | Other |
| HUNTINGTON FINANCIAL ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Jul 6, 2010 | Jul 21, 2010 | 15 | Firm change | Other |
| FIFTH THIRD SECURITIES, INC. | HUNTINGTON FINANCIAL ADVISORS | Aug 23, 2007 | Aug 7, 2007 | -16 | Firm change | Other |