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 Ryan Heath

Signal Advisors Wealth, LLCindependent RIADetroit, Mi IA-onlyIAPD 4048213

Feed of 09/14/2026

Also filed as Ryan Heath

At current firm

3 y

since Mar 20, 2023

In the industry

25 y

since Jul 2, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Signal Advisors Wealth, LLC independent RIA current
since Mar 20, 2023 · Baton Rouge, La
Fj Shaw Wealth Management LLC unclassified
Jan 29, 2024 to Sep 24, 2024 · Detroit, Mi
Copperleaf Capital, LLC independent RIA
Feb 12, 2015 to Jul 19, 2022 · Clover, Sc
Global Financial Private Capital, Inc. former
Jun 30, 2010 to Feb 12, 2015 · Raleigh, Nc
Tlg Advisors, Inc. BD affiliated
Nov 19, 2009 to May 27, 2010 · Raleigh, Nc
Waddell & Reed former
Oct 11, 2002 to Sep 17, 2004 · Baton Rouge, La

Moves

a registration end followed by a registration begin elsewhere

Fj Shaw Wealth Management LLC to no registered destination
left Sep 24, 2024 · Departure, no registered destination
Copperleaf Capital, LLC to Signal Advisors Wealth, LLC
left Jul 19, 2022, registered Mar 20, 2023 (244 days) · RIA to a newly registered adviser
Global Financial Private Capital, Inc. to Copperleaf Capital, LLC
left Feb 12, 2015, registered Feb 12, 2015 (0 days) · Other
Tlg Advisors, Inc. to Global Financial Private Capital, Inc.
left May 27, 2010, registered Jun 30, 2010 (34 days) · Other
Waddell & Reed to Tlg Advisors, Inc.
left Sep 17, 2004, registered Nov 19, 2009 (1889 days) · Other

Signals

John Ryan Heath no longer registered at Fj Shaw Wealth Management Llc; no later IA registration on IAPD
Sep 24, 2024 · Advisor departure · fact
John Ryan Heath left Copperleaf Capital, Llc for Signal Advisors Wealth, Llc (registered 2023-03-20)
Jul 19, 2022 · 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: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address