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
Ryan Marshall Dantinne
Feed of 09/14/2026
At current firm
10 y
since Jun 30, 2016
In the industry
24 y
since May 7, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Stonex Advisors Inc. BD affiliated currentsince Jun 30, 2016 · Birmingham, Al
- Sterne Agee Asset Management, Inc. formerJun 18, 2012 to Jun 30, 2016 · Cornelius, Nc
- Synergy Investment Group, LLC formerMar 11, 2010 to Mar 1, 2012 · Cornelius, Nc
- Fifth Third Securities, Inc. BD affiliatedJun 16, 2008 to Mar 10, 2010 · Huntersville, Nc
- Uvest Financial Services Group, Inc. unclassifiedJul 9, 2004 to Jun 16, 2008 · Falls Church, Va
- Raymond James Financial Services, Inc. unclassifiedFeb 25, 2003 to May 12, 2004 · Fairfax, Va
- Howard Weil Incorporated unclassifiedMay 8, 2002 to Feb 20, 2003 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Sterne Agee Asset Management, Inc. to Stonex Advisors Inc.left Jun 30, 2016, registered Jun 30, 2016 (0 days) · corporate re-registration, not a move
- Synergy Investment Group, LLC to Sterne Agee Asset Management, Inc.left Mar 1, 2012, registered Jun 18, 2012 (109 days) · Other
- Fifth Third Securities, Inc. to Synergy Investment Group, LLCleft Mar 10, 2010, registered Mar 11, 2010 (1 days) · Other
- Uvest Financial Services Group, Inc. to Fifth Third Securities, Inc.left Jun 16, 2008, registered Jun 16, 2008 (0 days) · Other
- Raymond James Financial Services, Inc. to Uvest Financial Services Group, Inc.left May 12, 2004, registered Jul 9, 2004 (58 days) · Other
- Howard Weil Incorporated to Raymond James Financial Services, Inc.left Feb 20, 2003, registered Feb 25, 2003 (5 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address