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

David Andre Doorneweerd

LPL Financial LLCBD affiliatedLongwood, Fldual registrantIAPD 3192484

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Aug 2, 2024

In the industry

27 y

since Apr 30, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Aug 2, 2024 · Longwood, Fl
Arbor Point Advisors former
Nov 12, 2014 to Aug 6, 2024 · Longwood, Fl
Commonwealth Financial Network national BD
Jun 11, 2010 to Oct 31, 2014 · Orlando, Fl
Morgan Stanley wirehouse
Jun 1, 2009 to Jun 22, 2010 · Lake Mary, Fl
Citigroup Global Markets Inc. BD affiliated
Feb 21, 2006 to Jun 1, 2009 · Lake Mary, Fl
Legg Mason Wood Walker, Incorporated unclassified
May 7, 1999 to Feb 21, 2006 · Lake Mary, Fl

Moves

a registration end followed by a registration begin elsewhere

Arbor Point Advisors to LPL Financial LLC
left Aug 6, 2024, registered Aug 2, 2024 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
Commonwealth Financial Network to Arbor Point Advisors
left Oct 31, 2014, registered Nov 12, 2014 (12 days) · Other
Morgan Stanley to Commonwealth Financial Network
left Jun 22, 2010, registered Jun 11, 2010 (-11 days) · Wirehouse to affiliated broker-dealer or bank
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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

Signals

David Andre Doorneweerd left Arbor Point Advisors for Lpl Financial Llc (registered 2024-08-02)
Aug 6, 2024 · 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address