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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

JON D STACY

Advisor at SIGNATURE EQUITY PARTNERS, LLC

Sylvania, OH

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Search this name across graphsid dfx:ria:e68f777c-e853-fb7d-cbb3-5e8678c0e6be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2013 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: Jul 15, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 15, 2011
First registration: Mar 26, 2013
Dual registered: yes, broker-dealer
IAPD individual key: 4219292

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	Sep 8, 2023	n/a	yes	Sylvania, OH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 2, 2018	Sep 20, 2023	no	SYLVANIA, OH\|SYLVANIA, OH\|JAMISON, PA	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Feb 1, 2017	Feb 2, 2018	no	TEMPERANCE, MI\|TOLEDO, OH\|YPSILANTI, MI\|YPSILANTI, MI\|YPSILANTI, MI\|WILLARD, OH\|WAYNE, OH\|TOLEDO, OH\|BOWLING GREEN, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 13, 2014	Feb 1, 2017	no	TOLEDO, OH\|TIFFIN, OH\|TOLEDO, OH\|WAYNE, OH\|TEMPERANCE, MI\|WILLARD, OH\|MAYBEE, MI\|YPSILANTI, MI\|YPSILANTI, MI\|YPSILANTI, MI	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 26, 2013	Mar 17, 2014	no	TOLEDO, OH\|SYLVANIA, 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	Sep 20, 2023	Sep 8, 2023	-12	Firm change	Ibd to new firm
HUNTINGTON FINANCIAL ADVISORS	LPL FINANCIAL LLC	Feb 2, 2018	Feb 2, 2018	0	Firm change	Other
LPL FINANCIAL LLC	HUNTINGTON FINANCIAL ADVISORS	Feb 1, 2017	Feb 1, 2017	0	Bulk transfer	Other
VOYA FINANCIAL ADVISORS, INC.	LPL FINANCIAL LLC	Mar 17, 2014	Mar 13, 2014	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
16986:6413:OH:2018-02-02	Feb 2, 2018	Feb 2, 2018	BOWLING GREEN, OH	Firm change

Relationships

Registered with (4)

→ SIGNATURE EQUITY PARTNERS, LLCRegistered adviserregistration: current employment
Sep 8, 2023 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 2, 2018 to Sep 20, 2023factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 1, 2017 to Feb 2, 2018factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 26, 2013 to Mar 17, 2014factForm ADV

Dated events

Occurred
Sep 20, 2023
Advisor changed firm
Jon D Stacy left Lpl Financial Llc for Signature Equity Partners, Llc (registered 2023-09-08)
Form ADVobserved 4 days ago