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Luke Penserot Smith

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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-02
PA RA APPROVED 2025-10-22
  • TX RA
    APPROVED
    Since 2026-02-02
  • PA RA
    APPROVED
    Since 2025-10-22

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
OrganizationCityStateFromTo
Fs Investment Solutions, Llc Philadelphia PA 09/2024 04/2025
Team Toyota Of Glen Mills Glen Mills PA 02/2021 08/2021
Drexel University Philadelphia PA 09/2021 09/2024
Fs Investments Philadelphia PA 04/2023 10/2023
Dt Investment Partners Chadds Ford PA 06/2022 09/2022
Bucknell University Lewisburg PA 09/2019 02/2021
Conestoga High School Berwyn PA 09/2015 06/2019
Dt Investment Partners, Llc Chadds Ford PA 06/2025 Present
  • 09/2024 → 04/2025
    Fs Investment Solutions, Llc
    Philadelphia, PA
  • 02/2021 → 08/2021
    Team Toyota Of Glen Mills
    Glen Mills, PA
  • 09/2021 → 09/2024
    Drexel University
    Philadelphia, PA
  • 04/2023 → 10/2023
    Fs Investments
    Philadelphia, PA
  • 06/2022 → 09/2022
    Dt Investment Partners
    Chadds Ford, PA
  • 09/2019 → 02/2021
    Bucknell University
    Lewisburg, PA
  • 09/2015 → 06/2019
    Conestoga High School
    Berwyn, PA
  • 06/2025 → Present
    Dt Investment Partners, Llc
    Chadds Ford, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-28
S63 Uniform Securities Agent State Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-07-28
  • S63 Uniform Securities Agent State Law Examination
    2024-12-23

View on SEC IAPD

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CHARLES Andres SMITH
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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

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