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 Signal Advisors Wealth, 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
Lindsay Renee LingoSignal Advisors Wealth, LLC independent RIAPlanwiser Financial independent RIARIA to RIAJun 16, 2026Jul 7, 2026
Hillman Kye MccannSignal Advisors Wealth, LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 12, 2026May 31, 2026
Kyle Arthur BoorasSignal Advisors Wealth, LLC independent RIAOrion Portfolio Solutions, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 12, 2024Dec 3, 2024
Matthew Howard EilersSignal Advisors Wealth, LLC asset managerAe Wealth Management, LLC BD affiliatedOtherNov 29, 2023Dec 18, 2023
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4 moves match.