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Advisor at SIGNATURE EQUITY PARTNERS, LLC
Traverse City, MI
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 | Sep 1, 2026 | n/a | yes | Traverse City, MI | Current employment |
| STONEPATH WEALTH MANAGEMENT | Independent wealth | Jan 2, 2024 | Sep 3, 2026 | no | TRAVERSE CITY, MI | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 6, 2018 | Dec 31, 2023 | no | Traverse City, MI|Traverse City, MI | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Feb 27, 2018 | Nov 7, 2018 | no | TRAVERSE CITY, MI | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Feb 26, 2018 | Nov 7, 2018 | no | OMAHA, NE | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | Jun 27, 2016 | Feb 26, 2018 | no | SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEPATH WEALTH MANAGEMENT | SIGNATURE EQUITY PARTNERS, LLC | Sep 3, 2026 | Sep 1, 2026 | -2 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | STONEPATH WEALTH MANAGEMENT | Dec 31, 2023 | Jan 2, 2024 | 2 | Firm change | Ibd to new firm |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Nov 7, 2018 | Feb 27, 2018 | -253 | Channel change | Other |
| TD AMERITRADE, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Nov 7, 2018 | Nov 6, 2018 | -1 | Firm change | Other |
| SCOTTRADE INVESTMENT MANAGEMENT | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Feb 26, 2018 | Feb 26, 2018 | 0 | Bulk transfer | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:328977:MI:2023-12-31 | Dec 31, 2023 | Jan 2, 2024 | TRAVERSE CITY, MI | Firm change |
| 111514:7870:NE:2018-09-27 | Nov 7, 2018 | Feb 27, 2018 | OMAHA, NE | Firm change after gap |