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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SIGNAL ADVISORS WEALTH, LLC

CRD 301086

DETROIT, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ff0c580-b07d-ed04-ec6d-f73bc4d7b00b

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 62
Dated events: 19
On other graphs: 0
Observed: Nov 9, 2022 to Aug 27, 2026
23 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 47
RAUM per advisor: $35.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 37
Advisory employees: 37
Offices: 18Schedule D 1.F, beyond the principal office
Accounts: 10,642
Individual clients: 4,343
High net worth clients: 473
Custody, client assets: $14.0M
SEC number: 801-127017
CRD: 301086
Filings on the tape: 23
First filed: Nov 9, 2022
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 47

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEF ALAN WALTENBAUGH	n/a	DETROIT, MI \| ROCHESTER HILLS, MI	3	13	3	no
JOHN RYAN HEATH	n/a	DETROIT, MI \| BATON ROUGE, LA	3	25	5	no
DAVID KAI JESIOLOWSKI	n/a	Ridgeland, MS \| DETROIT, MI	3	23	2	no
JOSHUA HARRISON TAFFER	n/a	DETROIT, MI \| Ridgeland, MS	3	11	5	no
Paul August Buckle	Certified Financial Planner	DETROIT, MI \| Asheville, NC	2	11	3	no
SEAN MCCOMBER	Certified Financial Planner	DETROIT, MI \| GLEN BURNIE, MD	2	17	7	no
Alexander Michael Santa	n/a	DETROIT, MI \| OCALA, FL	2	10	1	no
Jason Rindskopf	n/a	HUNTERSVILLE, NC \| DETROIT, MI	2	21	2	no
H. TERRY MARTINE	n/a	DETROIT, MI \| WELLINGTON, FL	1	25	8	no
PAUL LESZEK KISIELEWSKI	n/a	ASHEVILLE, NC \| DETROIT, MI	1	14	n/a	no
RAUL RODRIGUEZ	n/a	NORTHLAKE, TX \| DETROIT, MI	1	15	3	no
ROBERT WAYNE FALTER	n/a	HARRISONBURG, VA \| DETROIT, MI	1	17	2	no
SHAWN KENT HICKS	n/a	DETROIT, MI \| BEAVERCREEK, OH	1	14	2	no
JAMES NEAL LAVY	n/a	BEAVERCREEK, OH \| DETROIT, MI	1	29	2	no
James Michael Morris	Chartered Financial Consultant	DETROIT, MI	1	20	3	yes
ERIC MICHAEL BARR	n/a	BOULDER, CO \| DETROIT, MI	1	31	7	no
RANDALL J. CASHMORE	n/a	GRAYSLAKE, IL \| DETROIT, MI	1	25	7	no
Steven L Rich	n/a	DETROIT, MI \| NEW SMYRNA BEACH, FL	0	12	2	no
Robert Jacob Luman	n/a	FORT WORTH, TX \| DETROIT, MI	0	12	n/a	no
CHRISTOPHER LEE MCCARLEY	n/a	FORT WORTH, TX \| DETROIT, MI	0	26	n/a	no
NICHOLAS E. YOKLEY	n/a	DETROIT, MI \| FORT WORTH, TX	0	11	n/a	no
Nolan Gregory Stokes	n/a	DETROIT, MI \| INDIANA, PA	0	10	2	no
Jesse Dean Grutz	n/a	DETROIT, MI \| DELAFIELD, WI	0	17	3	no
Levi Joshua Allison	n/a	DETROIT, MI \| INDIANA, PA	0	12	1	no
PATRICK RICHARD KELLY	n/a	BIRMINGHAM, MI \| DETROIT, MI	0	15	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hamm, Jessica	DIRECTOR OF WEALTH OPERATIONS	Na	yes	06/2026	Aug 27, 2026	Aug 27, 2026
HEATH, JOHN, RYAN	President	Na	yes	03/2023	Aug 27, 2026	Aug 27, 2026
KELLY, PATRICK, RICHARD	CHIEF EXECUTIVE OFFICER	Na	yes	09/2020	Aug 27, 2026	Aug 27, 2026
Morris, James, Michael	CHIEF COMPLIANCE OFFICER	Na	yes	08/2025	Aug 27, 2026	Aug 27, 2026
SIGNAL ADVISORS USA INC	Member	E	yes	09/2022	Aug 27, 2026	Aug 27, 2026
LEDUC, VERONICA, JEAN	CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	Jun 5, 2023	Aug 30, 2024
LINGO, LINDSAY, RENEE	OPERATIONS DIRECTOR	Na	yes	03/2023	Mar 13, 2024	Aug 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIGNAL ADVISORS INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Middletown	Ct	United States	1	no
Wildwood	FL	United States	1	no
WEST DES MOINES	Ia	United States	1	no
Ridgeland	Ms	United States	1	no
Asheville	Nc	United States	1	no
Huntersville	Nc	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.7B	$1.6B	37	37	19	n/a	n/a
2024	Apr 10, 2025	$1.2B	$1.2B	14	9	16	n/a	n/a
2023	Mar 13, 2024	$465M	$461M	13	5	7	n/a	n/a
2022	Mar 27, 2023	$134M	$134M	17	17	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
26	2	24	4.3%	8	0	0	39	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.2B	45.4%	$134M	132.8%	37	14	18	16

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LEVEL FOUR ADVISORY SERVICES	2	Mar 11, 2026	Mar 11, 2026	DALLAS, TX	Team lift out	Ibd to RIA	1.4%
CABANA ASSET MANAGEMENT	2	Dec 24, 2025	Feb 2, 2026	DENVER, CO	Team lift out	Other	40.0%
AE WEALTH MANAGEMENT, LLC	2	Mar 27, 2025	Mar 27, 2025	BEAVERCREEK, OH	Team lift out	RIA to RIA	0.5%
AE WEALTH MANAGEMENT, LLC	2	Sep 14, 2023	Sep 19, 2023	RIDGELAND, MS	Team lift out	Other	0.5%
J. W. COLE ADVISORS, INC.	2	Dec 1, 2022	Jan 1, 2026	TAMPA, FL	Team lift out	Ibd to new firm	0.5%

Relationships

Registered with (51)

← BROOK CAMPBELLAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Andrew Chancellor CookeAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Patrick B. MilesAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← WILLIAM ANDREW WALLBANKAdvisorregistration: current employment
Jul 24, 2026 to presentfactForm ADV
← Billie Carter MilesAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Joshua Domagoi CarapinaAdvisorregistration: current employment
Jul 2, 2026 to presentfactForm ADV
← KERMIT DALE MCGREGORAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← LASHAE MAURICE MCMILLANAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Alan Lee CrouseAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← Kyon PannillAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← Ariel Monclova GonzalezAdvisorregistration: current employment
Apr 22, 2026 to presentfactForm ADV
← John Tennes WeisserAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← BRIAN JOSEPH BARTOLDAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Keith Richard InmanAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Tiffany Anne YoungAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Paul Eugene SealAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← Jason Paul InmanAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← JASON ASHLEY DOISEAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← JENNIFER OLANO RAMOSAdvisorregistration: current employment
Mar 9, 2026 to presentfactForm ADV
← Raymond Albert PanquerneAdvisorregistration: current employment
Mar 9, 2026 to presentfactForm ADV
← PATRICK SEAN SCOBIEAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← Ian James ScobieAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← PATRICK RICHARD KELLYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Jesse Dean GrutzAdvisorregistration: current employment
Nov 13, 2025 to presentfactForm ADV
← Levi Joshua AllisonAdvisorregistration: current employment
Nov 13, 2025 to presentfactForm ADV
← Nolan Gregory StokesAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← Robert Jacob LumanAdvisorregistration: current employment
Oct 10, 2025 to presentfactForm ADV
← CHRISTOPHER LEE MCCARLEYAdvisorregistration: current employment
Oct 10, 2025 to presentfactForm ADV
← NICHOLAS E. YOKLEYAdvisorregistration: current employment
Oct 10, 2025 to presentfactForm ADV
← Steven L RichAdvisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
and 21 more

Moved with (5)

← COPPELL ADVISORY SOLUTIONS LLCRegistered adviser2 advisors, team lift out, same day
Apr 29, 2026 to Apr 16, 2026factForm ADV
← LEVEL FOUR ADVISORY SERVICESRegistered adviser2 advisors, team lift out, same day
Mar 11, 2026 to Mar 11, 2026factForm ADV
← CABANA ASSET MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 24, 2025 to Feb 2, 2026factForm ADV
← J. W. COLE ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Dec 1, 2022 to Jan 1, 2026factForm ADV
← AE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Mar 27, 2025 to Mar 27, 2025factForm ADV

Controls (5)

← HEATH, JOHN, RYANOwnerPRESIDENT, ownership code NA, individual
Mar 27, 2023 to Aug 30, 2024factForm ADV
← LINGO, LINDSAY, RENEEOwnerOPERATIONS DIRECTOR, ownership code NA, individual
Mar 13, 2024 to Aug 30, 2024factForm ADV
← KELLY, PATRICK, RICHARDOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Nov 9, 2022 to Aug 30, 2024factForm ADV
← LEDUC, VERONICA, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 5, 2023 to Aug 30, 2024factForm ADV
← SIGNAL ADVISORS USA INCOwnerMEMBER, ownership code E, domestic entity
Nov 9, 2022 to Aug 30, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 16, 2026
Advisor changed firm
Lindsay Renee Lingo left Signal Advisors Wealth, Llc for Planwiser Financial (registered 2026-07-07)
Form ADVobserved 6 days ago
Occurred
May 12, 2026
Advisor changed firm
Hillman Kye Mccann left Signal Advisors Wealth, Llc for Empower Advisory Group, Llc (registered 2026-05-31)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2026
Advisor headcount changed
Signal Advisors Wealth, Llc reported 37 state-registered advisory representatives, up from 10 (2025-11-03 to 2026-03-24)
Form ADVobserved 6 days ago
27 IARS
Occurred
Mar 11, 2026
Team lift-out
2 advisors left Level Four Advisory Services (Dallas, TX) for Signal Advisors Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Dec 24, 2025
Team lift-out
2 advisors left Cabana Asset Management (Denver, CO) for Signal Advisors Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 10, 2025
Regulatory AUM changed
Signal Advisors Wealth, Llc reported RAUM $1.2B, up 150% from $465.3M (2024-08-30 to 2025-04-10)
Form ADVobserved 6 days ago
$697M
Occurred
Mar 27, 2025
Team lift-out
2 advisors left AE Wealth Management, LLC (Beavercreek, OH) for Signal Advisors Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Nov 12, 2024
Advisor changed firm
Kyle Arthur Booras left Signal Advisors Wealth, Llc for Orion Portfolio Solutions, Llc (registered 2024-12-03)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2024
Regulatory AUM changed
Signal Advisors Wealth, Llc reported RAUM $465.3M, up 248% from $133.9M (2024-01-23 to 2024-03-13)
Form ADVobserved 6 days ago
$331M
Occurred
Mar 13, 2024
Control person joined
Renee Lindsay Lingo (Operations Director) appeared on Schedule A of Signal Advisors Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Nov 29, 2023
Advisor changed firm
Matthew Howard Eilers left Signal Advisors Wealth, Llc for Ae Wealth Management, Llc (registered 2023-12-18)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2023
Team lift-out
2 advisors left AE Wealth Management, LLC (Ridgeland, MS) for Signal Advisors Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 5, 2023
Control person joined
Jean Veronica Leduc (Chief Compliance Officer) appeared on Schedule A of Signal Advisors Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Control person joined
Ryan John Heath (Chief Compliance Officer) appeared on Schedule A of Signal Advisors Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Control person left
Jon Christopher Zachary Anshutz (Cco) no longer on Schedule A of Signal Advisors Wealth, Llc (listed 2023-01-24, absent 2023-03-27)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2022
Team lift-out
2 advisors left J. W. Cole Advisors, Inc. (Tampa, FL) for Signal Advisors Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Nov 9, 2022
First Form ADV filing
Signal Advisors Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 13, 2024
Signal Advisors Wealth, Llc reported 5 state-registered advisory representatives, down from 17 (2024-01-23 to 2024-03-13)
Occurred
Mar 27, 2023
Signal Advisors Wealth, Llc reported 7 offices beyond its principal office, up from 0 (2023-01-24 to 2023-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ff0c580-b07d-ed04-ec6d-f73bc4d7b00b
First observed: Nov 9, 2022
Last observed: Aug 27, 2026 25 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIGNAL ADVISORS WEALTH, LLC

CRD 301086

DETROIT, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ff0c580-b07d-ed04-ec6d-f73bc4d7b00b

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEF ALAN WALTENBAUGH

n/a

DETROIT, MI | ROCHESTER HILLS, MI

JOHN RYAN HEATH

n/a

DETROIT, MI | BATON ROUGE, LA

DAVID KAI JESIOLOWSKI

n/a

Ridgeland, MS | DETROIT, MI

JOSHUA HARRISON TAFFER

n/a

DETROIT, MI | Ridgeland, MS

Paul August Buckle

Certified Financial Planner

DETROIT, MI | Asheville, NC

SEAN MCCOMBER

Certified Financial Planner

DETROIT, MI | GLEN BURNIE, MD

Alexander Michael Santa

n/a

DETROIT, MI | OCALA, FL

Jason Rindskopf

n/a

HUNTERSVILLE, NC | DETROIT, MI

H. TERRY MARTINE

n/a

DETROIT, MI | WELLINGTON, FL

PAUL LESZEK KISIELEWSKI

n/a

ASHEVILLE, NC | DETROIT, MI

n/a

RAUL RODRIGUEZ

n/a

NORTHLAKE, TX | DETROIT, MI

ROBERT WAYNE FALTER

n/a

HARRISONBURG, VA | DETROIT, MI

SHAWN KENT HICKS

n/a

DETROIT, MI | BEAVERCREEK, OH

JAMES NEAL LAVY

n/a

BEAVERCREEK, OH | DETROIT, MI

James Michael Morris

Chartered Financial Consultant

DETROIT, MI

yes

ERIC MICHAEL BARR

n/a

BOULDER, CO | DETROIT, MI

RANDALL J. CASHMORE

n/a

GRAYSLAKE, IL | DETROIT, MI

Steven L Rich

n/a

DETROIT, MI | NEW SMYRNA BEACH, FL

Robert Jacob Luman

n/a

FORT WORTH, TX | DETROIT, MI

n/a

CHRISTOPHER LEE MCCARLEY

n/a

FORT WORTH, TX | DETROIT, MI

n/a

NICHOLAS E. YOKLEY

n/a

DETROIT, MI | FORT WORTH, TX

n/a

Nolan Gregory Stokes

n/a

DETROIT, MI | INDIANA, PA

Jesse Dean Grutz

n/a

DETROIT, MI | DELAFIELD, WI

Levi Joshua Allison

n/a

DETROIT, MI | INDIANA, PA

PATRICK RICHARD KELLY

n/a

BIRMINGHAM, MI | DETROIT, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hamm, Jessica

DIRECTOR OF WEALTH OPERATIONS

yes

06/2026

Aug 27, 2026

HEATH, JOHN, RYAN

President

yes

03/2023

Aug 27, 2026

KELLY, PATRICK, RICHARD

CHIEF EXECUTIVE OFFICER

yes

09/2020

Aug 27, 2026

Morris, James, Michael

CHIEF COMPLIANCE OFFICER

yes

08/2025

Aug 27, 2026

SIGNAL ADVISORS USA INC

Member

yes

09/2022

Aug 27, 2026

LEDUC, VERONICA, JEAN

CHIEF COMPLIANCE OFFICER

yes

05/2023

Jun 5, 2023

Aug 30, 2024

LINGO, LINDSAY, RENEE

OPERATIONS DIRECTOR

yes

03/2023

Mar 13, 2024

Aug 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIGNAL ADVISORS INSURANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Middletown

United States

Wildwood

United States

WEST DES MOINES

United States

Ridgeland

United States

Asheville

United States

Huntersville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.7B

$1.6B

n/a

2024

Apr 10, 2025

$1.2B

n/a

2023

Mar 13, 2024

$465M

$461M

n/a

2022

Mar 27, 2023

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

4.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.2B

45.4%

$134M

132.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LEVEL FOUR ADVISORY SERVICES

Mar 11, 2026

DALLAS, TX

Team lift out

Ibd to RIA

1.4%

CABANA ASSET MANAGEMENT

Dec 24, 2025

Feb 2, 2026

DENVER, CO

Team lift out

Other

40.0%

AE WEALTH MANAGEMENT, LLC

Mar 27, 2025

BEAVERCREEK, OH

Team lift out

RIA to RIA

0.5%

AE WEALTH MANAGEMENT, LLC

Sep 14, 2023

Sep 19, 2023

RIDGELAND, MS

Team lift out

Other

0.5%

J. W. COLE ADVISORS, INC.

Dec 1, 2022

Jan 1, 2026

TAMPA, FL

Team lift out

Ibd to new firm

0.5%