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
Lenee B Dirzuweit
Feed of 09/15/2026
Also filed as Lenee Beth Weidner
At current firm
1 y
since Dec 11, 2024
In the industry
32 y
since May 25, 1994 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Dec 11, 2024 · Towson, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedJun 29, 2023 to Nov 26, 2024 · Owings Mills, Md
- Cerity Partners LLC independent RIAJan 11, 2023 to Jun 28, 2023 · New York, Ny
- Maryland Capital Management, LLC formerAug 2, 2021 to Mar 3, 2023 · Towson, Md
- RBC Capital Markets, LLC national BDMar 13, 2009 to Apr 9, 2020 · Baltimore, Md
- Ferris, Baker Watts, LLC unclassifiedJul 20, 2006 to Mar 13, 2009 · Baltimore, Md
- Citigroup Global Markets Inc. BD affiliatedFeb 21, 2006 to Jul 18, 2006 · New York, Ny
- Legg Mason Wood Walker, Incorporated unclassifiedAug 2, 2004 to Feb 21, 2006 · Baltimore, Md
- M&T Securities, Inc. unclassifiedAug 5, 2003 to Jul 6, 2004 · Buffalo, Ny
Moves
a registration end followed by a registration begin elsewhere
- T. Rowe Price Advisory Services, Inc. to Cerity Partners LLCleft Nov 26, 2024, registered Dec 11, 2024 (15 days) · Affiliated broker-dealer or bank to independent RIA
- Cerity Partners LLC to T. Rowe Price Advisory Services, Inc.left Jun 28, 2023, registered Jun 29, 2023 (1 days) · RIA to RIA
- Maryland Capital Management, LLC to Cerity Partners LLCleft Mar 3, 2023, registered Jan 11, 2023 (-51 days) · RIA to RIA · moved with a team
- RBC Capital Markets, LLC to Maryland Capital Management, LLCleft Apr 9, 2020, registered Aug 2, 2021 (480 days) · Affiliated broker-dealer or bank to independent RIA
- Ferris, Baker Watts, LLC to RBC Capital Markets, LLCleft Mar 13, 2009, registered Mar 13, 2009 (0 days) · corporate re-registration, not a move
- Citigroup Global Markets Inc. to Ferris, Baker Watts, LLCleft Jul 18, 2006, registered Jul 20, 2006 (2 days) · Other
- Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
- M&T Securities, Inc. to Legg Mason Wood Walker, Incorporatedleft Jul 6, 2004, registered Aug 2, 2004 (27 days) · Other
Signals
- Lenee B Dirzuweit left T. Rowe Price Advisory Services, Inc. for Cerity Partners Llc (registered 2024-12-11)Nov 26, 2024 · Advisor changed firm · fact
- Lenee B Dirzuweit left Cerity Partners Llc for T. Rowe Price Advisory Services, Inc. (registered 2023-06-29)Jun 28, 2023 · Advisor changed firm · fact
- Lenee B Dirzuweit left Maryland Capital Management, Llc for Cerity Partners Llc (registered 2023-01-11)Mar 3, 2023 · Advisor changed firm · fact
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address