Inactive

John Leroy Blair

Dt Investment Partners, LLC

Chadds Ford, PA

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Current Employers

Dt Investment Partners, Llc

Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2024-11-26
PA	RA	APPROVED	2012-06-19

LA RA
APPROVED

Since 2024-11-26
PA RA
APPROVED

Since 2012-06-19

Branch Locations

Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dt Investment Partners, Llc	Chadds Ford	PA	06/2011	Present
Independent Wealth Advisors	Chadds Ford	PA	02/2017	Present

06/2011 → Present

Dt Investment Partners, Llc

Chadds Ford, PA
02/2017 → Present

Independent Wealth Advisors

Chadds Ford, PA

Previous Registrations

2017-02-13 → 2017-12-11

Independent Wealth Advisors Llc

Chadds Ford, PA
2009-02-13 → 2014-11-13

Daniels + Tansey, L.L.P.

Wilmington, DE
2007-01-24 → 2008-08-18

Haverford Financial Services, Inc.

Radnor, PA
2004-04-06 → 2006-01-04

Haverford Financial Services, Inc.

Radnor, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-04-05
S63	Uniform Securities Agent State Law Examination	1998-09-23

S66 Uniform Combined State Law Examination

2004-04-05
S63 Uniform Securities Agent State Law Examination

1998-09-23

Other Names

John Blair

View on SEC IAPD

Other Firms

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KINGSVIEW WEALTH MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

CORECAP ADVISORS

SMITHBRIDGE ASSET MANAGEMENT, INC.

CHARTERED ADVISORY GROUP

FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

John Leroy Blair

Michael David D'Antonio

Ryan Riley Omensetter

LUKE PENSEROT SMITH

JONATHAN DARRELL SMITH

CHARLES Andres SMITH

Jennifer Hahn Giles

Other Offices

RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA

KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA

STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA

OSAIC WEALTH, INC. · Glen Mills, PA

STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA

CORECAP ADVISORS · Glen Mills, PA

SMITHBRIDGE ASSET MANAGEMENT, INC. · CHADDS FORD, PA

CHARTERED ADVISORY GROUP · CHADDS FORD, PA

More in Chadds Ford, PA

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