Best Investors Account Sign in
Inactive

Jonathan Darrell Smith

Dt Investment Partners, LLC

Chadds Ford, PA

Claim This Profile
Current Employers
Dt Investment Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-06-14
  • PA RA
    APPROVED
    Since 2012-06-14

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
Dt Investment Partners, Llc Chadds Ford PA 06/2011 Present
Previous Registrations
  • 2008-09-03 → 2014-11-13
    Daniels + Tansey, L.L.P.
    Wilmington, DE
  • 2005-09-13 → 2008-08-21
    Haverford Financial Services, Inc.
    Radnor, PA
  • 2006-03-22 → 2008-08-21
    Haverford Investment Management, Inc.
    Radnor, PA
  • 2003-08-05 → 2005-09-13
    Andres Capital Management,Llc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-21
  • S65 Uniform Investment Adviser Law Examination
    1995-08-21
Designations
Other Names
  • Jonathan Smith

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
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
John Leroy Blair
Michael David D'Antonio
Ryan Riley Omensetter
LUKE PENSEROT SMITH
CHARLES Andres SMITH
Jennifer Hahn Giles
LORA BALDINI

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor