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 Signator Investors, Inc.

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
Stephen James GeisSignator Investors, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherNov 5, 2018May 15, 2015
Steven James HillSignator Investors, Inc. BD affiliatedMhs Advisory Services, LLC otherOtherNov 5, 2018Jan 16, 2018
Daryl Sean BrockmanSignator Investors, Inc. BD affiliatedSeia otherOtherNov 2, 2018May 15, 2001
Daniel William CarlsonSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2018Aug 15, 2019 (286 d)
Richard Thomas LaniganSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2018Sep 16, 2026 (2875 d)
Lawrence Leslie RiddellSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jun 18, 2018
Jamin PurtellSignator Investors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jan 8, 2019 (67 d)
James Edward MillerSignator Investors, Inc. BD affiliatedSignature Resources Capital Management, LLC otherOtherNov 2, 2018Sep 13, 2011
John Cory HofferSignator Investors, Inc. BD affiliatedHermitage Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 2, 2018Oct 8, 2025 (2532 d)
Mark RichardSignator Investors, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherNov 2, 2018Nov 28, 2018
Amanda Mccain SableSignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2018Nov 3, 2021 (1097 d)
Misty Lynn LynchSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jun 18, 2018
Andrew Lee BunchSignator Investors, Inc. BD affiliatedBip Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Apr 13, 2021 (893 d)
Jesse Joel BrownSignator Investors, Inc. BD affiliatedSeia independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jun 28, 2018
Jared Hamilton DannisSignator Investors, Inc. BD affiliatedSignature Resources Capital Management, LLC otherOtherNov 2, 2018Nov 12, 2012
Christopher Will CosbySignator Investors, Inc. BD affiliatedHermitage Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 2, 2018Oct 8, 2025 (2532 d)
Brittany Marie Russell-PorterSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jun 20, 2018
Liam Jared House-MyersSignator Investors, Inc. BD affiliatedSignator Financial Services, Inc. otherOtherNov 2, 2018Jul 17, 2015
Ezekiel WaiselSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jun 19, 2018
Taylor CaggiulaSignator Investors, Inc. BD affiliatedCantella & Co., Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2018Nov 14, 2018
Gregory BroganSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2018Jun 18, 2018
Marina F DestefanisSignator Investors, Inc. BD affiliatedNatixis Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2018Dec 14, 2018 (42 d)
Russell William MunnSignator Investors, Inc. BD affiliatedHermitage Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 2, 2018Oct 8, 2025 (2532 d)
Jeremy Wingo WithersSignator Investors, Inc. BD affiliatedCreativeone Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2018Oct 31, 2018
Mark William MillsapSignator Investors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 31, 2018Nov 8, 2018
James Paul SmithSignator Investors, Inc. BD affiliatedCreativeone Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2018Nov 1, 2018
Timothy C AngelosSignator Investors, Inc. BD affiliatedCreativeone Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2018Nov 1, 2018
Brian Franklin MillerSignator Investors, Inc. BD affiliatedPrincipal Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2018Nov 5, 2018
Steven Joel JonesSignator Investors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2018Oct 26, 2018
William James LawfieldSignator Investors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2018Oct 26, 2018
Loren Suzanne McewanSignator Investors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 26, 2018Oct 26, 2018
Thomas Gerard WhelanSignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 22, 2018Oct 18, 2018
Craig Edmund LytleSignator Investors, Inc. BD affiliatedLion Street Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 22, 2018Aug 21, 2020 (669 d)
James E CaseySignator Investors, Inc. BD affiliatedSecurities America Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 22, 2018Oct 23, 2018
Zachary Allen KnutsonSignator Investors, Inc. BD affiliatedInnovative Wealth Management, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 22, 2018Oct 18, 2018
Walter Keating ScottSignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 19, 2018Oct 18, 2018
Alan David KatzSignator Investors, Inc. BD affiliatedConcourse Financial Group Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2018Oct 8, 2018
Steve NazoyanSignator Investors, Inc. BD affiliatedSecurian Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2018Oct 25, 2018
Charles Randall SnookSignator Investors, Inc. BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2018Oct 1, 2018
Jeffrey Neal BogradSignator Investors, Inc. BD affiliatedJohn Hancock Personal Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2018Oct 10, 2018
Ronald Roy HamiltonSignator Investors, Inc. BD affiliatedSecurities America Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2018Sep 28, 2018
John R HorntvedtSignator Investors, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2018Sep 24, 2020 (724 d)
Michael William MaherSignator Investors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 1, 2018Sep 25, 2018
Joshua Thomas MccarthySignator Investors, Inc. BD affiliatedEagle Strategies LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2018Oct 31, 2018
Dillan James HamiltonSignator Investors, Inc. BD affiliatedSecurities America Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2018Sep 28, 2018
Randy R. MooreheadSignator Investors, Inc. BD affiliatedLevel Four Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherSep 24, 2018Sep 27, 2018
Matthew Hanby GubaSignator Investors, Inc. BD affiliatedCantella & Co., Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 19, 2018Jan 29, 2019 (132 d)
John Cline EvansSignator Investors, Inc. BD affiliatedSecurities America Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2018Aug 31, 2018
John Stuart MedarisSignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2018Aug 16, 2018
Michael Dominick BoswakSignator Investors, Inc. BD affiliatedIc Advisory Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2018Aug 16, 2018
Fitzgerald CharlierSignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2018Aug 16, 2018
Malcolm Macdonald ThomasSignator Investors, Inc. BD affiliatedSignator Financial Services, Inc. otherOtherAug 20, 2018Jan 7, 2014
Benjamin Russell GeigerSignator Investors, Inc. BD affiliatedSyverson Strege independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2018Apr 28, 2020 (622 d)
Michael Carl ChristofanelliSignator Investors, Inc. BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2018Feb 7, 2020 (543 d)
Miyo Yamamoto LeongSignator Investors, Inc. BD affiliatedCrown Capital Securities, L.P. independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2018Aug 1, 2018
Leslie J PettinelliSignator Investors, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 10, 2018Sep 11, 2018 (32 d)
Donald Michael HealeySignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2018Jul 24, 2018
Laura Ellen Clark-BrownSignator Investors, Inc. BD affiliatedContinuum Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2018Jul 25, 2018
Lori Susalla OanceaSignator Investors, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2018Oct 22, 2018 (84 d)
Steven Derek LovelessSignator Investors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2018Oct 10, 2018 (72 d)
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688 moves match.