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 Douglas Reinhart
Feed of 09/14/2026
At current firm
8 y
since Aug 15, 2018
In the industry
22 y
since Jan 9, 2004 (earliest exam, job or registration)
Prior registered firms
4
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
- Beacon Pointe Advisors, LLC independent RIA currentsince Aug 15, 2018 · Newport Beach, Ca
- Td Ameritrade Investment Management, LLC formerMar 8, 2017 to Aug 10, 2018 · Irvine, Ca
- Td Ameritrade, Inc. formerMar 8, 2017 to Aug 10, 2018 · Irvine, Ca
- Strategic Advisers LLC national BDJan 17, 2007 to Jul 20, 2016 · Ladera Ranch, Ca
- Ameriprise Financial Services, LLC national BDJan 12, 2004 to Dec 18, 2006 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Aug 10, 2018, registered Mar 8, 2017 (-520 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Aug 10, 2018, registered Mar 8, 2017 (-520 days) · channel change inside one enterprise, not a move
- Strategic Advisers LLC to Td Ameritrade Investment Management, LLCleft Jul 20, 2016, registered Mar 8, 2017 (231 days) · Other
- Ameriprise Financial Services, LLC to Strategic Advisers LLCleft Dec 18, 2006, registered Jan 17, 2007 (30 days) · Affiliated broker-dealer or bank to another
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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address