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

Danielle Leigh Delongchamp

Concorde Asset Management, LLCBD affiliatedAnn Arbor, Mi dual registrantIAPD 4901901

Feed of 09/18/2026

Also filed as Danielle Leigh Kammeyer

At current firm

9 y

since Jan 9, 2017

In the industry

15 y

since May 17, 2011 (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

Concorde Asset Management, LLC BD affiliated current
since Jan 9, 2017 · Ann Arbor, Mi
J. W. Cole Advisors, Inc. BD affiliated
Feb 10, 2015 to Jan 23, 2017 · Tampa, Fl
Spc BD affiliated
Apr 30, 2013 to Jan 26, 2015 · Ann Arbor, Mi
Mcdonald Partners LLC independent RIA
Jan 4, 2012 to Apr 10, 2013 · Ann Arbor, Mi
Spc BD affiliated
May 19, 2011 to Dec 5, 2011 · Ann Arbor, Mi

Moves

a registration end followed by a registration begin elsewhere

J. W. Cole Advisors, Inc. to Concorde Asset Management, LLC
left Jan 23, 2017, registered Jan 9, 2017 (-14 days) · Other
Spc to J. W. Cole Advisors, Inc.
left Jan 26, 2015, registered Feb 10, 2015 (15 days) · Other
Mcdonald Partners LLC to Spc
left Apr 10, 2013, registered Apr 30, 2013 (20 days) · Other
Spc to Mcdonald Partners LLC
left Dec 5, 2011, registered Jan 4, 2012 (30 days) · Other

Signals

Danielle Leigh Delongchamp added a FL registration at Concorde Asset Management, Llc
Sep 17, 2026 · New state registration · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address