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 Tree Financial Partners 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 |
|---|---|---|---|---|---|
| Elizabeth Pierce Scheiderer | Sequoia Financial Group, L.L.C. independent RIA | Signal Tree Financial Partners LLC no RAUM | Other | Aug 23, 2024 | Aug 30, 2024 |
| David John Massare | Sequoia Financial Group, L.L.C. independent RIA | Signal Tree Financial Partners LLC no RAUM | Other | Mar 3, 2023 | Jun 22, 2023 (111 d) |
| Jeff Edward Rovnak | Sequoia Financial Group, L.L.C. independent RIA | Signal Tree Financial Partners LLC no RAUM | RIA to a newly registered adviser | Jan 12, 2020 | Jan 11, 2021 (365 d) |
| Amy Lynne White | Sequoia Financial Group, L.L.C. other | Signal Tree Financial Partners LLC no RAUM | Other | Dec 18, 2015 | Jan 3, 2022 (2208 d) |
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4 moves match.