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.
Registered advisor
Glenn Robert Davidow
Certified Financial Planner
Feed of 09/14/2026
Also filed as Glen Robert Davidow
At current firm
6 y
since Feb 5, 2020
In the industry
47 y
since Jan 1, 1979 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ip Financial Advisory Services LLC independent RIA currentsince Feb 5, 2020 · Charlotte, Nc
- Institute For Wealth Advisors, Inc. formerOct 1, 2013 to Jul 27, 2016 · Woodland Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- Institute For Wealth Advisors, Inc. to Ip Financial Advisory Services LLCleft Jul 27, 2016, registered Feb 5, 2020 (1288 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 47derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address