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
Arrivals at Signature Financial Advisors
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 |
|---|---|---|---|---|---|
| Hector Roberto Castellanos | Centric Advisors, LLC independent RIA | Signature Financial Advisors state registered | RIA to a state-registered adviser | Jul 26, 2021 | Jul 29, 2021 |
| John Randall Reimer | Rmdr Advisors, Inc. independent RIA | Signature Financial Advisors state registered | RIA to a state-registered adviser | Apr 27, 2021 | Oct 11, 2016 |
| James Steven Rush | Wealth Mentors, LLC unclassified | Signature Financial Advisors state registered | Other | Dec 31, 2016 | Oct 11, 2016 |
| Liebe Ostrow Miller | H. Beck, Inc. other | Signature Financial Advisors state registered | Other | Dec 9, 2016 | Oct 11, 2016 |
| Samuel Alfonso Dodson | H. Beck, Inc. other | Signature Financial Advisors state registered | Other | Dec 9, 2016 | Oct 11, 2016 |
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5 moves match.