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RIA / WealthAdvisor42 years in industry

ROBERT THOMAS DEITRICK

Advisor at POLARIS FINANCIAL PARTNERS, LLC

WESTERVILLE, OH

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Search this name across graphsid dfx:ria:ba94a001-1b89-4fff-8c40-bf8e5fdf6fd7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2004 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: POLARIS FINANCIAL 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: Jun 12, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jun 12, 1984
First registration: Feb 26, 2004
Dual registered: no
Other names: ROBERT T DEITRICK
IAPD individual key: 1158292

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
POLARIS FINANCIAL PARTNERS, LLC	Independent wealth	May 17, 2019	n/a	yes	WESTERVILLE, OH	Current employment
CADARET GRANT & CO INC	Former SEC adviser	Feb 16, 2010	Feb 6, 2024	no	WESTERVILLE, OH\|SYRACUSE, NY\|Syracuse, NY\|SYRACUSE, NY	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 17, 2006	Mar 9, 2010	no	WESTERVILLE, OH\|WESTERVILLE, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Feb 26, 2004	Apr 11, 2006	no	WESTERVILLE, OH\|WORTHINGTON, OH\|WESTERVILLE, OH	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	POLARIS FINANCIAL PARTNERS, LLC	Feb 6, 2024	May 17, 2019	-1,726	Firm change after gap	Ibd to RIA
LPL FINANCIAL LLC	CADARET GRANT & CO INC	Mar 9, 2010	Feb 16, 2010	-21	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Apr 11, 2006	Apr 17, 2006	6	Firm change	Other

Relationships

Registered with (4)

→ POLARIS FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
May 17, 2019 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Feb 16, 2010 to Feb 6, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 17, 2006 to Mar 9, 2010factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 26, 2004 to Apr 11, 2006factForm ADV

Dated events

Occurred
Feb 6, 2024
Advisor changed firm
Robert Thomas Deitrick left Cadaret Grant & Co Inc for Polaris Financial Partners, Llc (registered 2019-05-17)
Form ADVobserved 5 days ago