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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

JOHN DAVID DANZER

Advisor at LPL FINANCIAL LLC

FRANKLIN, PA

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Search this name across graphsid dfx:ria:aabc38fd-5c34-0aab-8296-31aeeab1b6e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Apr 19, 2010 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 19, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 19, 2008
First registration: Apr 19, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 5528289

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
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 10, 2025	n/a	yes	FRANKLIN, PA	Current employment
CADARET GRANT & CO INC	Former SEC adviser	Dec 15, 2023	Jul 10, 2025	no	Franklin, PA\|SYRACUSE, NY\|Syracuse, NY	Previous registration
PINNACLE INVESTMENTS, LLC	Bd affiliated wealth	Jan 20, 2022	Dec 18, 2023	no	Franklin, PA\|EAST SYRACUSE, NY\|Franklin, PA\|Rochester, NY	Previous registration
INVESTMENT ADVISOR GROUP	Independent wealth	Feb 19, 2021	Feb 8, 2022	no	Oil City, PA\|HANCOCK, NY	Previous registration
THE INVESTMENT ADVISOR ALLIANCE LLC	Former SEC adviser	Apr 1, 2020	Feb 26, 2021	no	ATLANTA, GA\|Franklin, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jan 2, 2018	Feb 20, 2020	no	ERIE, PA\|MEADVILLE, PA\|MEADVILLE, PA\|OIL CITY, PA\|MONROEVILLE, PA\|ERIE, PA\|ERIE, PA\|ERIE, PA	Previous registration
GOOD LIFE ADVISORS, LLC	Independent wealth	Dec 28, 2015	Jan 23, 2018	no	Titusville, PA\|CELEBRATION, FL	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 30, 2012	Dec 28, 2015	no	OIL CITY, PA\|CARY, NC\|TITUSVILLE, PA	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Sep 26, 2011	Nov 13, 2012	no	SAN ANTONIO, TX\|TITUSVILLE, PA	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Apr 19, 2010	Dec 22, 2010	no	SAN ANTONIO, TX\|TITUSVILLE, 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
CADARET GRANT & CO INC	LPL FINANCIAL LLC	Jul 10, 2025	Jul 10, 2025	0	Bulk transfer	Ibd to ibd
PINNACLE INVESTMENTS, LLC	CADARET GRANT & CO INC	Dec 18, 2023	Dec 15, 2023	-3	Firm change	Ibd to ibd
INVESTMENT ADVISOR GROUP	PINNACLE INVESTMENTS, LLC	Feb 8, 2022	Jan 20, 2022	-19	Firm change	RIA to RIA
THE INVESTMENT ADVISOR ALLIANCE LLC	INVESTMENT ADVISOR GROUP	Feb 26, 2021	Feb 19, 2021	-7	Firm change	RIA to new firm
CITIZENS SECURITIES, INC.	THE INVESTMENT ADVISOR ALLIANCE LLC	Feb 20, 2020	Apr 1, 2020	41	Firm change	Ibd to RIA
GOOD LIFE ADVISORS, LLC	CITIZENS SECURITIES, INC.	Jan 23, 2018	Jan 2, 2018	-21	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	GOOD LIFE ADVISORS, LLC	Dec 28, 2015	Dec 28, 2015	0	Firm change	Other
INVESTMENT PROFESSIONALS, INC.	WOODBURY FINANCIAL SERVICES, INC.	Nov 13, 2012	Oct 30, 2012	-14	Firm change	Other

Relationships

Registered with (9)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Dec 15, 2023 to Jul 10, 2025factForm ADV
→ PINNACLE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 20, 2022 to Dec 18, 2023factForm ADV
→ INVESTMENT ADVISOR GROUPRegistered adviserregistration: previous registration
Feb 19, 2021 to Feb 8, 2022factForm ADV
→ THE INVESTMENT ADVISOR ALLIANCE LLCRegistered adviserregistration: previous registration
Apr 1, 2020 to Feb 26, 2021factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jan 2, 2018 to Feb 20, 2020factForm ADV
→ GOOD LIFE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 28, 2015 to Jan 23, 2018factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 30, 2012 to Dec 28, 2015factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Sep 26, 2011 to Nov 13, 2012factForm ADV

Dated events

Occurred
Dec 18, 2023
Advisor changed firm
John David Danzer left Pinnacle Investments, Llc for Cadaret Grant & Co Inc (registered 2023-12-15)
Form ADVobserved 6 days ago
Occurred
Feb 8, 2022
Advisor changed firm
John David Danzer left Investment Advisor Group for Pinnacle Investments, Llc (registered 2022-01-20)
Form ADVobserved 6 days ago