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.
Advisor moves
Arrivals at Dt Investment Partners, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael David D'Antonio | Vanguard Advisers, Inc. BD affiliated | Dt Investment Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2026 | May 29, 2026 |
| John Leroy Blair | Vanguard Advisers, Inc. BD affiliated | Dt Investment Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Jul 22, 2024 |
| Nicholas Edward Shevland | Janney Montgomery Scott LLC BD affiliated | Dt Investment Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2022 | Feb 3, 2022 |
| Jonathan Darrell Smith | Daniels + Tansey, L.L.P. other | Dt Investment Partners, LLC other | Other | Nov 13, 2014 | Jun 14, 2012 |
| John Leroy Blair | Daniels + Tansey, L.L.P. other | Dt Investment Partners, LLC other | Other | Nov 13, 2014 | Jun 19, 2012 |
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5 moves match.