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
Todd Howard Glenn
Feed of 09/14/2026
At current firm
1 y
since May 7, 2025
In the industry
31 y
since Jun 14, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince May 7, 2025 · Plainview, Ny
- Ibn Financial Services, Inc independent RIAJul 17, 2014 to Jun 4, 2025 · Plainview, Ny
- LPL Financial LLC BD affiliatedAug 3, 2011 to Jun 11, 2014 · Sunnyside, Ny
- Chase Investment Services Corp. formerOct 2, 2008 to Aug 4, 2011 · Jamaica, Ny
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to Oct 2, 2008 · Long Island City, Ny
- Citicorp Investment Services unclassifiedSep 14, 2004 to May 29, 2007 · Long Island City, Ny
Moves
a registration end followed by a registration begin elsewhere
- Ibn Financial Services, Inc to Cambridge Investment Research Advisors, Inc.left Jun 4, 2025, registered May 7, 2025 (-28 days) · RIA to affiliated broker-dealer or bank · moved with a team
- LPL Financial LLC to Ibn Financial Services, Incleft Jun 11, 2014, registered Jul 17, 2014 (36 days) · Other
- Chase Investment Services Corp. to LPL Financial LLCleft Aug 4, 2011, registered Aug 3, 2011 (-1 days) · Other
- Citigroup Global Markets Inc. to Chase Investment Services Corp.left Oct 2, 2008, registered Oct 2, 2008 (0 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
Signals
- Todd Howard Glenn left Ibn Financial Services, Inc for Cambridge Investment Research Advisors, Inc. (registered 2025-05-07)Jun 4, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address