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Daniel Joseph Dixon

Algorithmic Investment Models

Vero Beach, FL

Boston, MA

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Current Employers
Algorithmic Investment Models

125 Newbury St 4Th Floor, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-04-14
  • FL RA
    APPROVED
    Since 2020-04-14

Branch Locations

Vero Beach, FL • United States

125 Newbury St 4Th Floor, Boston, MA 02116 • 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
Trident Distribution Partners Jenkintown PA 04/2014 03/2020
Joseph Grace Holding New York NY 04/2015 02/2020
Algorithmic Investment Models, Llc Needham MA 02/2020 Present
Ceros Financial Services, Inc. Rockville MD 02/2021 05/2024
  • 04/2014 → 03/2020
    Trident Distribution Partners
    Jenkintown, PA
  • 04/2015 → 02/2020
    Joseph Grace Holding
    New York, NY
  • 02/2020 → Present
    Algorithmic Investment Models, Llc
    Needham, MA
  • 02/2021 → 05/2024
    Ceros Financial Services, Inc.
    Rockville, MD
Previous Registrations
  • 2015-04-22 → 2020-02-28
    Joseph Grace
    Vero Beach, FL
    New York, NY
    New York, NY
  • 2014-03-27 → 2015-04-22
    Triboro Investment Management, Llc
    Elkins Park, PA
    Vero Beach, FL
  • 2000-10-03 → 2004-09-10
    Bny Mellon Advisors, Inc.
    Malvern, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-03
S65 Uniform Investment Adviser Law Examination 2014-03-27
  • S63 Uniform Securities Agent State Law Examination
    2015-06-03
  • S65 Uniform Investment Adviser Law Examination
    2014-03-27

View on SEC IAPD

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