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.

Advisor moves

Departures from Signature Investment Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Deron T MccoySignature Investment Advisors, LLC independent RIASignature Intelligent Portfolios, LLC no RAUMOtherApr 17, 2024Oct 23, 2015
Ravin Kawailani WaltersSignature Investment Advisors, LLC independent RIACgn Advisors, LLC independent RIARIA to RIAFeb 10, 2023Mar 1, 2023
Marc E YoungSignature Investment Advisors, LLC independent RIACantella & Co., Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2019Nov 5, 2019 (111 d)
Michael LawrenceSignature Investment Advisors, LLC independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2019Jul 29, 2020 (378 d)
Rachel Lee PosnerSignature Investment Advisors, LLC independent RIASignature Intelligent Portfolios, LLC no RAUMOtherFeb 23, 2018Aug 28, 2015
Hayley A BatesSignature Investment Advisors, LLC otherSeia independent RIAOtherFeb 6, 2017Oct 26, 2021 (1723 d)
Matthew Allen WeedSignature Investment Advisors, LLC otherSummit Financial Advisors, Inc. otherOtherJun 1, 2015Aug 25, 2015 (85 d)
Richard Campbell Johnston NottSignature Investment Advisors, LLC otherAdviceperiod, LLC otherOtherJun 1, 2015Jun 30, 2015
Chadwick Ryan CanineSignature Investment Advisors, LLC otherAdviceperiod, LLC otherOtherNov 17, 2014Dec 4, 2014
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9 moves match.