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 Equity 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.

AdvisorFromToTypeLeftRegistered
David Howard KnightStonepath Wealth Management independent RIASignature Equity Partners, LLC independent RIARIA to RIASep 3, 2026Sep 1, 2026
John Timothy RossConcorde Asset Management, LLC BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2026Sep 2, 2026
Robert Lee ThompsonConcorde Asset Management, LLC BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2026Sep 1, 2026
Eric Bernard HolmesValic Financial Advisors, Inc. BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2026Feb 13, 2026
Clayton Drew IrwinLPL Financial LLC BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2026Feb 11, 2026
Scott Gregory AnselmoValic Financial Advisors, Inc. BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2025Sep 26, 2025
Bart Allen ButlerValic Financial Advisors, Inc. BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2025Aug 21, 2025
Matthew David CalhounCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2024Oct 9, 2024
Brian Thomas MaherCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2024Apr 1, 2024
James Michael TschantzLPL Financial LLC BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 27, 2023Oct 31, 2023
Nickolas MagoraCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 24, 2023Nov 15, 2023
Joshua C StrouseCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 24, 2023Oct 16, 2023
Charles A PowellCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 24, 2023Oct 16, 2023
Jon D StacyLPL Financial LLC BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 20, 2023Sep 8, 2023
Craig Allen LeppienCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 13, 2023Sep 6, 2023
Joshua Jon BeitelCambridge Investment Research Advisors, Inc. BD affiliatedSignature Equity Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 13, 2023Sep 6, 2023
Isabel Daisy JacobsValic Financial Advisors, Inc. BD affiliatedSignature Equity Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2023Feb 11, 2026 (897 d)
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17 moves match.