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

Thane Jordan Blosser

LPL Financial LLCBD affiliatedNewark, Oh dual registrantIAPD 6716273

Feed of 09/15/2026

At current firm

1 y

since Apr 8, 2025

In the industry

12 y

since Jan 1, 2014 (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

LPL Financial LLC BD affiliated current
since Apr 8, 2025 · Newark, Oh
Manning & Napier Advisors, LLC mixed wealth
Mar 21, 2023 to Mar 11, 2025 · Fairport, Ny
U.S. Bancorp Investments, Inc. former
Apr 29, 2022 to Feb 10, 2023 · Shelby, Oh
LPL Financial LLC BD affiliated
Jan 4, 2022 to Apr 20, 2022 · Newark, Oh
Raymond James Financial Services Advisors, Inc BD affiliated
Mar 29, 2017 to Jan 24, 2022 · Newark, Oh

Moves

a registration end followed by a registration begin elsewhere

Manning & Napier Advisors, LLC to LPL Financial LLC
left Mar 11, 2025, registered Apr 8, 2025 (28 days) · RIA to affiliated broker-dealer or bank
U.S. Bancorp Investments, Inc. to Manning & Napier Advisors, LLC
left Feb 10, 2023, registered Mar 21, 2023 (39 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to U.S. Bancorp Investments, Inc.
left Apr 20, 2022, registered Apr 29, 2022 (9 days) · RIA to affiliated broker-dealer or bank
Raymond James Financial Services Advisors, Inc to LPL Financial LLC
left Jan 24, 2022, registered Jan 4, 2022 (-20 days) · Affiliated broker-dealer or bank to another

Signals

Thane Jordan Blosser left Manning & Napier Advisors, Llc for Lpl Financial Llc (registered 2025-04-08)
Mar 11, 2025 · Advisor changed firm · fact
Thane Jordan Blosser left U.S. Bancorp Investments, Inc. for Manning & Napier Advisors, Llc (registered 2023-03-21)
Feb 10, 2023 · Advisor changed firm · fact
Thane Jordan Blosser left Lpl Financial Llc for U.S. Bancorp Investments, Inc. (registered 2022-04-29)
Apr 20, 2022 · Advisor changed firm · fact
Thane Jordan Blosser left Raymond James Financial Services Advisors, Inc for Lpl Financial Llc (registered 2022-01-04)
Jan 24, 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address