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SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning

PRIVATEFeb 21, 2024

Position

Director

Company

Signature Estate & Investment Advisors

April Rosenberry
arosenberry@seia.com
Los AngelesFinancial ServicesConsulting

Description

Signature Estate & Investment Advisors (SEIA) announces the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and Financial Planning.

Quick answer

SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning (February 21, 2024). Signature Estate & Investment Advisors is based in Los Angeles, California, United States.

Who is the new Director at Signature Estate & Investment Advisors?
Signature Estate & Investment Advisors named April Rosenberry Director, announced February 21, 2024.
What did Signature Estate & Investment Advisors announce on February 21, 2024?
Signature Estate & Investment Advisors (SEIA) announces the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and Financial Planning.
What does Signature Estate & Investment Advisors do?
The Reverence Capital partnership will provide the capital to enable SEIA to invest in the business while continuing to enhance the level of service and product offerings the firm provides.
Where is Signature Estate & Investment Advisors based?
Signature Estate & Investment Advisors is based in Los Angeles, California, United States.
Which similar companies made leadership changes around the same time?
Dermody Burke & Brown CPAs (February 23, 2024), Opportune (February 14, 2024), Crowe (February 28, 2024) and Richey May (February 29, 2024) also announced leadership changes within 45 days of Signature Estate & Investment Advisors.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Consulting

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Signature Estate & Investment Advisors, and when

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Company Information

Company

Signature Estate & Investment Advisors

Location

Ca 2121 Avenue Of The Stars

Los Angeles, California, United States

About

The Reverence Capital partnership will provide the capital to enable SEIA to invest in the business while continuing to enhance the level of service and product offerings the firm provides. The newly enhanced wealth management platform will allow SEIA advisors to offer RIA and Broker-Dealer services to clients through one unified platform and will result in greater access to alternative investments, elevated client-facing technology, and more comprehensive family office services.In addition, SEIA's investment management TAMP platform, Signature Investment Advisors ("SIA"), will now be available to advisors across the independent broker-dealer and RIA community. The firm offers Investment Management and Financial Planning Services tailored to meet the unique needs of affluent investors and corporations. The firm has 39 advisors, 160 total employees, 12 offices, and works with clients nationwide.

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