DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

John Thomas Turner

Bankers Life Advisory Services, Inc.BD affiliatedWaipahu, Hi IA-onlyIAPD 1744458

Feed of 09/15/2026

At current firm

1 y

since Jan 7, 2025

In the industry

42 y

since Aug 1, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bankers Life Advisory Services, Inc. BD affiliated current
since Jan 7, 2025 · Waipahu, Hi
First Advisors National, LLC independent RIA
Aug 17, 2016 to Aug 14, 2024 · Kaneohe, Hi
Horter Investment Management, LLC independent RIA
Oct 7, 2015 to Jul 29, 2016 · Kaneohe, Hi
Southeast Investments, N.C., Inc. state registered
Jan 24, 2012 to Apr 10, 2013 · Honolulu, Hi
John Turner Senior Advisors, LLC unclassified
Sep 4, 2007 to Apr 9, 2015 · Kaneohe, Hi
Cantella & Co., Inc. former
Oct 21, 2003 to Dec 31, 2004 · Kailua, Hi

Moves

a registration end followed by a registration begin elsewhere

First Advisors National, LLC to Bankers Life Advisory Services, Inc.
left Aug 14, 2024, registered Jan 7, 2025 (146 days) · RIA to affiliated broker-dealer or bank
Horter Investment Management, LLC to First Advisors National, LLC
left Jul 29, 2016, registered Aug 17, 2016 (19 days) · Other
John Turner Senior Advisors, LLC to Southeast Investments, N.C., Inc.
left Apr 9, 2015, registered Jan 24, 2012 (-1171 days) · Other
Southeast Investments, N.C., Inc. to Horter Investment Management, LLC
left Apr 10, 2013, registered Oct 7, 2015 (910 days) · Other
Cantella & Co., Inc. to John Turner Senior Advisors, LLC
left Dec 31, 2004, registered Sep 4, 2007 (977 days) · Other

Signals

John Thomas Turner left First Advisors National, Llc for Bankers Life Advisory Services, Inc. (registered 2025-01-07)
Aug 14, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address