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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D••• E• D•••

R•••••• J•••• • A••••••••• I•••national BDSt. Petersburg, Fldual registrantIAPD 6186291

Certified Financial Planner

Feed of 09/14/2026

Also filed as Dale E Darr

At current firm

3 y

since Oct 18, 2022

In the industry

13 y

since Jul 2, 2013 (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

R•••••• J•••• • A••••••••• I••• national BD current
since Oct 18, 2022 · St. Petersburg, Fl
F•••• T•••• S••••••••• I••• BD affiliated
Nov 19, 2019 to Sep 27, 2022 · St. Petersburg, Fl
W•••• F•••• A••••••• wirehouse
Jun 8, 2016 to Aug 21, 2019 · Saint Pete Beach, Fl
B••• I••••••••• S•••••••• I••• former
Jun 2, 2015 to May 19, 2016 · Charlotte, Nc
M••••• S•••••• wirehouse
Jul 3, 2013 to May 29, 2015 · Temple Terrace, Fl

Moves

a registration end followed by a registration begin elsewhere

F•••• T•••• S••••••••• I••• to R•••••• J•••• • A••••••••• I•••
left Sep 27, 2022, registered Oct 18, 2022 (21 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to F•••• T•••• S••••••••• I•••
left Aug 21, 2019, registered Nov 19, 2019 (90 days) · Wirehouse to affiliated broker-dealer or bank
B••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••
left May 19, 2016, registered Jun 8, 2016 (20 days) · Other
M••••• S•••••• to B••• I••••••••• S•••••••• I•••
left May 29, 2015, registered Jun 2, 2015 (4 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Signals

D••• E• D••• left F•••• T•••• S••••••••• I••• for R•••••• J•••• • A••••••••• I••• (registered 2022-10-18)
Sep 27, 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: National broker-dealer RIAderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address