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 Intelligent Portfolios, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brian David Holmes | Signature Intelligent Portfolios, LLC independent RIA | Signature Investment Advisors, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Jan 2, 2026 |
| Eric Zachary Rosen | Signature Intelligent Portfolios, LLC independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Jan 8, 2026 |
| Deron T Mccoy | Signature Intelligent Portfolios, LLC independent RIA | Axxcess Wealth Management, LLC independent RIA | RIA to RIA | Apr 17, 2024 | Mar 10, 2025 (327 d) |
| Rachel Lee Posner | Signature Intelligent Portfolios, LLC independent RIA | Cornerstone Wealth independent RIA | RIA to RIA | Feb 23, 2018 | Feb 27, 2018 |
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4 moves match.