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RIA / WealthAdvisorChartered Financial Analyst31 years in industry

JONATHAN DARRELL SMITH

Advisor at DT INVESTMENT PARTNERS, LLC

CHADDS FORD, PA

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Search this name across graphsid dfx:ria:a6a7a544-5df7-89ce-ecbc-84e6901dc523

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DT INVESTMENT PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Aug 21, 1995
First registration: Aug 5, 2003
Dual registered: no
Other names: JONATHAN SMITH
IAPD individual key: 2655073

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DT INVESTMENT PARTNERS, LLC	Independent wealth	Jun 14, 2012	n/a	yes	CHADDS FORD, PA	Current employment
DANIELS + TANSEY, L.L.P.	Former SEC adviser	Sep 3, 2008	Nov 13, 2014	no	WILMINGTON, DE	Previous registration
HAVERFORD INVESTMENT MANAGEMENT, INC.	n/a	Mar 22, 2006	Aug 21, 2008	no	RADNOR, PA	Previous registration
HAVERFORD FINANCIAL SERVICES, INC.	Asset manager	Sep 13, 2005	Aug 21, 2008	no	RADNOR, PA	Previous registration
ANDRES CAPITAL MANAGEMENT,LLC	n/a	Aug 5, 2003	Sep 13, 2005	no	BERWYN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DANIELS + TANSEY, L.L.P.	DT INVESTMENT PARTNERS, LLC	Nov 13, 2014	Jun 14, 2012	-882	Firm change after gap	Other
HAVERFORD FINANCIAL SERVICES, INC.	HAVERFORD INVESTMENT MANAGEMENT, INC.	Aug 21, 2008	Mar 22, 2006	-883	Firm change after gap	Other
HAVERFORD INVESTMENT MANAGEMENT, INC.	DANIELS + TANSEY, L.L.P.	Aug 21, 2008	Sep 3, 2008	13	Firm change	Other
ANDRES CAPITAL MANAGEMENT,LLC	HAVERFORD FINANCIAL SERVICES, INC.	Sep 13, 2005	Sep 13, 2005	0	Firm change	Other

Relationships

Registered with (5)

→ DT INVESTMENT PARTNERS, LLCRegistered adviserregistration: current employment
Jun 14, 2012 to presentfactForm ADV
→ DANIELS + TANSEY, L.L.P.Registered adviserregistration: previous registration
Sep 3, 2008 to Nov 13, 2014factForm ADV
→ HAVERFORD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 13, 2005 to Aug 21, 2008factForm ADV
→ HAVERFORD INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 22, 2006 to Aug 21, 2008factForm ADV
→ ANDRES CAPITAL MANAGEMENT,LLCRegistered adviserregistration: previous registration
Aug 5, 2003 to Sep 13, 2005factForm ADV

Dated events

No dated event names this entity yet.