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

Robert Deane Lenertz

SpcBD affiliatedAnn Arbor, Mi dual registrantIAPD 5306672

Feed of 09/14/2026

Also filed as Bob Deane Lenertz

At current firm

0 y

since Jul 20, 2026

In the industry

18 y

since Dec 14, 2007 (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

Spc BD affiliated current
since Jul 20, 2026 · Spring, Tx
State Farm Investment Management Corp. asset manager
Apr 4, 2025 to Aug 21, 2025 · The Woodlands, Tx
LPL Enterprise, LLC BD affiliated
Nov 14, 2024 to Mar 24, 2025 · The Woodlands, Tx
Pruco Securities, LLC no RAUM
Sep 11, 2024 to Nov 14, 2024 · Houston, Tx
Allstate Financial Advisors, LLC BD affiliated
Aug 9, 2023 to Sep 3, 2024 · Spring, Tx
Frost Investment Services BD affiliated
May 30, 2023 to Jun 12, 2023 · San Antonio, Tx
Retirement Planners Of America independent RIA
Jul 8, 2021 to Apr 6, 2023 · Plano, Tx
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 23, 2019 to Aug 3, 2021 · Conroe, Tx
LPL Financial LLC BD affiliated
Oct 18, 2016 to Feb 13, 2019 · The Woodlands, Tx
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Oct 28, 2016 · Spring, Tx
Chase Investment Services Corp. former
Jun 22, 2011 to Oct 1, 2012 · Spring, Tx
Principal Securities, Inc. BD affiliated
Sep 23, 2010 to Jun 9, 2011 · The Woodlands, Tx
Chase Investment Services Corp. former
Jul 20, 2009 to Sep 1, 2010 · Klein, Tx
LPL Financial LLC BD affiliated
Dec 17, 2007 to Jul 21, 2009 · Magnolia, Tx

Moves

a registration end followed by a registration begin elsewhere

State Farm Investment Management Corp. to Spc
left Aug 21, 2025, registered Jul 20, 2026 (333 days) · Other
LPL Enterprise, LLC to State Farm Investment Management Corp.
left Mar 24, 2025, registered Apr 4, 2025 (11 days) · Other
Pruco Securities, LLC to LPL Enterprise, LLC
left Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
Allstate Financial Advisors, LLC to Pruco Securities, LLC
left Sep 3, 2024, registered Sep 11, 2024 (8 days) · Affiliated broker-dealer or bank to another
Frost Investment Services to Allstate Financial Advisors, LLC
left Jun 12, 2023, registered Aug 9, 2023 (58 days) · Affiliated broker-dealer or bank to another
Retirement Planners Of America to Frost Investment Services
left Apr 6, 2023, registered May 30, 2023 (54 days) · RIA to affiliated broker-dealer or bank
Cambridge Investment Research Advisors, Inc. to Retirement Planners Of America
left Aug 3, 2021, registered Jul 8, 2021 (-26 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to Cambridge Investment Research Advisors, Inc.
left Feb 13, 2019, registered Jan 23, 2019 (-21 days) · RIA to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to LPL Financial LLC
left Oct 28, 2016, registered Oct 18, 2016 (-10 days) · Other · moved with a team
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Principal Securities, Inc. to Chase Investment Services Corp.
left Jun 9, 2011, registered Jun 22, 2011 (13 days) · Other
Chase Investment Services Corp. to Principal Securities, Inc.
left Sep 1, 2010, registered Sep 23, 2010 (22 days) · Other
LPL Financial LLC to Chase Investment Services Corp.
left Jul 21, 2009, registered Jul 20, 2009 (-1 days) · Other

Signals

Robert Deane Lenertz left State Farm Investment Management Corp. for Spc (registered 2026-07-20)
Aug 21, 2025 · Advisor changed firm · fact
Robert Deane Lenertz left Lpl Enterprise, Llc for State Farm Investment Management Corp. (registered 2025-04-04)
Mar 24, 2025 · Advisor changed firm · fact
Robert Deane Lenertz left Allstate Financial Advisors, Llc for Pruco Securities, Llc (registered 2024-09-11)
Sep 3, 2024 · Advisor changed firm · fact
Robert Deane Lenertz left Frost Investment Services for Allstate Financial Advisors, Llc (registered 2023-08-09)
Jun 12, 2023 · Advisor changed firm · fact
Robert Deane Lenertz left Retirement Planners Of America for Frost Investment Services (registered 2023-05-30)
Apr 6, 2023 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address