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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patrick B. Miles | Triad Wealth Partners, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Sep 1, 2026 | Jul 31, 2026 |
| Lashae Maurice Mcmillan | Foundations Investment Advisors LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jul 1, 2026 | Jun 30, 2026 |
| Joshua Domagoi Carapina | Foundations Investment Advisors LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jul 1, 2026 | Jul 2, 2026 |
| Kermit Dale Mcgregor | Foundations Investment Advisors LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jun 30, 2026 | Jun 30, 2026 |
| William Andrew Wallbank | Focus Partners Wealth, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jun 17, 2026 | Jul 24, 2026 (37 d) |
| Andrew Chancellor Cooke | Purpose Driven Wealth Advisors LLC state registered | Signal Advisors Wealth, LLC independent RIA | Other | Jun 8, 2026 | Aug 14, 2026 (67 d) |
| Brian Joseph Bartold | Coppell Advisory Solutions LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Apr 29, 2026 | Apr 16, 2026 |
| Tiffany Anne Young | Coppell Advisory Solutions LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Apr 29, 2026 | Apr 16, 2026 |
| Hillman Kye Mccann | LPL Financial LLC BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | Apr 22, 2026 |
| Ariel Monclova Gonzalez | Wealth For You Financial, LLC state registered | Signal Advisors Wealth, LLC independent RIA | Other | Apr 14, 2026 | Apr 22, 2026 |
| Paul Eugene Seal | Alphastar Capital Management independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Apr 8, 2026 | Apr 9, 2026 |
| Keith Richard Inman | Raymond James & Associates, Inc. national BD | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2026 | Apr 16, 2026 |
| Jason Paul Inman | Level Four Advisory Services BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Mar 11, 2026 |
| Jason Ashley Doise | Level Four Advisory Services BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 | Mar 11, 2026 |
| Raymond Albert Panquerne | Level Four Advisory Services BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Mar 9, 2026 |
| Alan Lee Crouse | Alight Financial Advisors, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Mar 6, 2026 | Apr 27, 2026 (52 d) |
| Brook Campbell | Geowealth Management LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Feb 12, 2026 | Aug 28, 2026 (197 d) |
| Billie Carter Miles | Simplicity Wealth mixed wealth | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jan 6, 2026 | Jul 22, 2026 (197 d) |
| Patrick Sean Scobie | Cabana Asset Management other | Signal Advisors Wealth, LLC independent RIA | Other | Dec 24, 2025 | Feb 2, 2026 (40 d) |
| Ian James Scobie | Cabana Asset Management other | Signal Advisors Wealth, LLC independent RIA | Other | Dec 24, 2025 | Jan 21, 2026 |
| Jesse Dean Grutz | Foundations Investment Advisors LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Nov 12, 2025 | Nov 13, 2025 |
| Nolan Gregory Stokes | Foundations Investment Advisors LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Nov 6, 2025 | Nov 5, 2025 |
| Steven L Rich | Ae Wealth Management, LLC BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 6, 2025 |
| Randall J. Cashmore | Advisor Share Wealth Management, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Aug 5, 2025 | Jul 25, 2025 |
| Levi Joshua Allison | Encompass More Asset Management LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jul 30, 2025 | Nov 13, 2025 (106 d) |
| James Michael Morris | Tlg Advisors, Inc. BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2025 | Jun 16, 2025 |
| Eric Michael Barr | Geowealth Management LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jun 16, 2025 | Jun 17, 2025 |
| James Neal Lavy | Ae Wealth Management, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Mar 27, 2025 | Mar 27, 2025 |
| Shawn Kent Hicks | Ae Wealth Management, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Mar 27, 2025 | Mar 26, 2025 |
| Robert Wayne Falter | Ae Wealth Management, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Mar 19, 2025 | Mar 21, 2025 |
| Raul Rodriguez | Compound Planning, Inc. independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jan 7, 2025 | Feb 24, 2025 (48 d) |
| Kyon Pannill | Compound Planning, Inc. independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Nov 5, 2024 | Apr 27, 2026 (538 d) |
| H. Terry Martine | Frs Investment Advisors LLC unclassified | Signal Advisors Wealth, LLC independent RIA | Other | Oct 31, 2024 | Oct 31, 2024 |
| Jason Rindskopf | Ae Wealth Management, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Aug 29, 2024 | Aug 30, 2024 |
| Alexander Michael Santa | Ae Wealth Management, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | May 30, 2024 | Jun 12, 2024 |
| Kyle Arthur Booras | Orion Portfolio Solutions, LLC BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2024 | May 7, 2024 |
| Sean Mccomber | Empower Advisory Group, LLC BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | Mar 14, 2024 |
| Paul August Buckle | Ae Wealth Management, LLC BD affiliated | Signal Advisors Wealth, LLC asset manager | Other | Jan 22, 2024 | Jan 22, 2024 |
| David Kai Jesiolowski | Ae Wealth Management, LLC BD affiliated | Signal Advisors Wealth, LLC asset manager | Other | Sep 14, 2023 | Sep 19, 2023 |
| Joshua Harrison Taffer | Ae Wealth Management, LLC BD affiliated | Signal Advisors Wealth, LLC asset manager | Other | Sep 14, 2023 | Sep 19, 2023 |
| Josef Alan Waltenbaugh | J. W. Cole Advisors, Inc. BD affiliated | Signal Advisors Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 1, 2022 | Mar 16, 2023 (105 d) |
| Patrick Richard Kelly | J. W. Cole Advisors, Inc. BD affiliated | Signal Advisors Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2022 | Jan 1, 2026 (1127 d) |
| Matthew Howard Eilers | USA Financial Securities LLC independent RIA | Signal Advisors Wealth, LLC no RAUM | RIA to a newly registered adviser | Oct 31, 2022 | Mar 16, 2023 (136 d) |
| John Ryan Heath | Copperleaf Capital, LLC independent RIA | Signal Advisors Wealth, LLC no RAUM | RIA to a newly registered adviser | Jul 19, 2022 | Mar 20, 2023 (244 d) |
| Lindsay Renee Lingo | Mutual Advisors, LLC BD affiliated | Signal Advisors Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 28, 2022 | Jan 24, 2023 (210 d) |
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45 moves match.