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 David Danzer
Feed of 09/14/2026
At current firm
1 y
since Jul 10, 2025
In the industry
18 y
since May 19, 2008 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jul 10, 2025 · Franklin, Pa
- Cadaret Grant & Co Inc formerDec 15, 2023 to Jul 10, 2025 · Franklin, Pa
- Pinnacle Investments, LLC BD affiliatedJan 20, 2022 to Dec 18, 2023 · Franklin, Pa
- Investment Advisor Group independent RIAFeb 19, 2021 to Feb 8, 2022 · Oil City, Pa
- The Investment Advisor Alliance LLC formerApr 1, 2020 to Feb 26, 2021 · Atlanta, Ga
- Citizens Securities, Inc. BD affiliatedJan 2, 2018 to Feb 20, 2020 · Erie, Pa
- Good Life Advisors, LLC independent RIADec 28, 2015 to Jan 23, 2018 · Titusville, Pa
- Woodbury Financial Services, Inc. formerOct 30, 2012 to Dec 28, 2015 · Oil City, Pa
- Investment Professionals, Inc. formerSep 26, 2011 to Nov 13, 2012 · San Antonio, Tx
- Investment Professionals, Inc. formerApr 19, 2010 to Dec 22, 2010 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Cadaret Grant & Co Inc to LPL Financial LLCleft Jul 10, 2025, registered Jul 10, 2025 (0 days) · corporate re-registration, not a move
- Pinnacle Investments, LLC to Cadaret Grant & Co Incleft Dec 18, 2023, registered Dec 15, 2023 (-3 days) · Affiliated broker-dealer or bank to another
- Investment Advisor Group to Pinnacle Investments, LLCleft Feb 8, 2022, registered Jan 20, 2022 (-19 days) · RIA to RIA
- The Investment Advisor Alliance LLC to Investment Advisor Groupleft Feb 26, 2021, registered Feb 19, 2021 (-7 days) · RIA to a newly registered adviser
- Citizens Securities, Inc. to The Investment Advisor Alliance LLCleft Feb 20, 2020, registered Apr 1, 2020 (41 days) · Affiliated broker-dealer or bank to independent RIA
- Good Life Advisors, LLC to Citizens Securities, Inc.left Jan 23, 2018, registered Jan 2, 2018 (-21 days) · Other
- Woodbury Financial Services, Inc. to Good Life Advisors, LLCleft Dec 28, 2015, registered Dec 28, 2015 (0 days) · Other
- Investment Professionals, Inc. to Woodbury Financial Services, Inc.left Nov 13, 2012, registered Oct 30, 2012 (-14 days) · Other
Signals
- John David Danzer left Pinnacle Investments, Llc for Cadaret Grant & Co Inc (registered 2023-12-15)Dec 18, 2023 · Advisor changed firm · fact
- John David Danzer left Investment Advisor Group for Pinnacle Investments, Llc (registered 2022-01-20)Feb 8, 2022 · 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