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
John Edward Danch
Feed of 09/14/2026
At current firm
19 y
since May 10, 2007
In the industry
21 y
since Mar 11, 2005 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ancora Private Wealth Advisors, LLC independent RIA currentsince Jun 19, 2020 · Cleveland, Oh
- Ancora Retirement Plan Advisors, LLC other currentsince May 10, 2007 · Cleveland, Oh
- Waterstone Financial Group, Inc. unclassifiedJun 6, 2005 to May 11, 2007 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Waterstone Financial Group, Inc. to Ancora Retirement Plan Advisors, LLCleft May 11, 2007, registered May 10, 2007 (-1 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address