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

Joshua Jon Beitel

Signature Equity Partners, LLCindependent RIATraverse City, Midual registrantIAPD 5911459

Feed of 09/14/2026

Also filed as Josh J Beitel

At current firm

3 y

since Sep 6, 2023

In the industry

12 y

since Nov 26, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Signature Equity Partners, LLC independent RIA current
since Sep 6, 2023 · Traverse City, Mi
Cambridge Investment Research Advisors, Inc. BD affiliated
May 15, 2018 to Sep 13, 2023 · Traverse City, Mi
Cetera Investment Advisers LLC BD affiliated
Jul 31, 2015 to Jun 4, 2018 · Traverse City, Mi
Fifth Third Securities, Inc. BD affiliated
Feb 3, 2014 to Jul 13, 2015 · Traverse City, Mi
LPL Financial LLC BD affiliated
Dec 2, 2013 to Feb 3, 2014 · Powell, Oh

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Signature Equity Partners, LLC
left Sep 13, 2023, registered Sep 6, 2023 (-7 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Cetera Investment Advisers LLC to Cambridge Investment Research Advisors, Inc.
left Jun 4, 2018, registered May 15, 2018 (-20 days) · Affiliated broker-dealer or bank to another · moved with a team
Fifth Third Securities, Inc. to Cetera Investment Advisers LLC
left Jul 13, 2015, registered Jul 31, 2015 (18 days) · Other
LPL Financial LLC to Fifth Third Securities, Inc.
left Feb 3, 2014, registered Feb 3, 2014 (0 days) · Other

Signals

Joshua Jon Beitel left Cambridge Investment Research Advisors, Inc. for Signature Equity Partners, Llc (registered 2023-09-06)
Sep 13, 2023 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address