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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)36 years in industry

JAMES MICHAEL TSCHANTZ

Advisor at SIGNATURE EQUITY PARTNERS, LLC

Massillon, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIGNATURE EQUITY PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 14, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 14, 1990
First registration: Jun 1, 2000
Dual registered: yes, broker-dealer
Other names: MIKE TSCHANTZ|J MICHAEL TSCHANTZ|JAMES MICHAEL TSCHANTZ|JAMES MICHAEL TSCHANTZ, CFP
IAPD individual key: 1765414

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIGNATURE EQUITY PARTNERS, LLC	Independent wealth	Oct 31, 2023	n/a	yes	Massillon, OH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 25, 2011	Nov 27, 2023	no	NORTH CANTON, OH\|SAN DIEGO, CA\|CANTON, OH\|CANTON, OH\|CANTON, OH\|CANTON, OH\|CANTON, OH	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Feb 17, 2004	Aug 2, 2011	no	HOLBROOK, NY	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Jun 1, 2000	Dec 31, 2003	no	NORTH CANTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	SIGNATURE EQUITY PARTNERS, LLC	Nov 27, 2023	Oct 31, 2023	-27	Firm change	Ibd to new firm
AMERICAN PORTFOLIOS ADVISORS, INC	LPL FINANCIAL LLC	Aug 2, 2011	Jul 25, 2011	-8	Firm change	Other
MEDALLION ADVISORY SERVICES, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Dec 31, 2003	Feb 17, 2004	48	Firm change	Other

Relationships

Registered with (4)

→ SIGNATURE EQUITY PARTNERS, LLCRegistered adviserregistration: current employment
Oct 31, 2023 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 25, 2011 to Nov 27, 2023factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Feb 17, 2004 to Aug 2, 2011factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 1, 2000 to Dec 31, 2003factForm ADV

Dated events

Occurred
Nov 27, 2023
Advisor changed firm
James Michael Tschantz left Lpl Financial Llc for Signature Equity Partners, Llc (registered 2023-10-31)
Form ADVobserved 6 days ago