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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D•••••• Y••••• C•••

B••••••••• F•••••••• M••••••••• ••• L••independent RIAOrlando, Fl IA-onlyIAPD 3152894

Feed of 09/15/2026

Also filed as Dinitia Yvonne Cunningham

At current firm

1 y

since Sep 23, 2024

In the industry

26 y

since Sep 6, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••••••• F•••••••• M••••••••• ••• L•• independent RIA current
since Sep 23, 2024 · Indianapolis, In
E••••••• W••••• A•••••••• L•• state registered
May 11, 2023 to Oct 2, 2023 · Boston, Ma
F•••• T•••• S••••••••• I••• BD affiliated
Feb 18, 2022 to Mar 24, 2023 · Indianapolis, In
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 26, 2017 to Nov 2, 2021 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

E••••••• W••••• A•••••••• L•• to B••••••••• F•••••••• M••••••••• ••• L••
left Oct 2, 2023, registered Sep 23, 2024 (357 days) · Other
F•••• T•••• S••••••••• I••• to E••••••• W••••• A•••••••• L••
left Mar 24, 2023, registered May 11, 2023 (48 days) · Affiliated broker-dealer or bank to a state-registered adviser
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•••• T•••• S••••••••• I•••
left Nov 2, 2021, registered Feb 18, 2022 (108 days) · Wirehouse to affiliated broker-dealer or bank

Signals

D•••••• Y••••• C••• left E••••••• W••••• A•••••••• L•• for B••••••••• F•••••••• M••••••••• ••• L•• (registered 2024-09-23)
Oct 2, 2023 · Advisor changed firm · fact
D•••••• Y••••• C••• left F•••• T•••• S••••••••• I••• for E••••••• W••••• A•••••••• L•• (registered 2023-05-11)
Mar 24, 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address