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
Dana Michelle Calcote
Feed of 09/15/2026
Also filed as Dana Michelle Mcnabb
At current firm
3 y
since Jan 23, 2023
In the industry
11 y
since May 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Virtus Investment Advisers, LLC asset manager currentsince Jan 23, 2023 · Hartford, Ct
- Dimensional Fund Advisors LP asset managerApr 4, 2019 to Mar 21, 2022 · Austin, Tx
- Td Ameritrade, Inc. formerFeb 27, 2018 to Feb 27, 2019 · Austin, Tx
- Td Ameritrade Investment Management, LLC formerFeb 26, 2018 to Feb 27, 2019 · Omaha, Ne
- Scottrade Investment Management formerMar 14, 2017 to Feb 26, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Dimensional Fund Advisors LP to Virtus Investment Advisers, LLCleft Mar 21, 2022, registered Jan 23, 2023 (308 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Feb 27, 2019, registered Feb 27, 2018 (-365 days) · channel change inside one enterprise, not a move · moved with a team
- Td Ameritrade, Inc. to Dimensional Fund Advisors LPleft Feb 27, 2019, registered Apr 4, 2019 (36 days) · Other
- Scottrade Investment Management to Td Ameritrade Investment Management, LLCleft Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
Signals
- Dana Michelle Calcote left Dimensional Fund Advisors Lp for Virtus Investment Advisers, Llc (registered 2023-01-23)Mar 21, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address