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RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

Daniel Frederick Dwyer

Advisor at WELLS FARGO ADVISORS

NAPA, CA

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Search this name across graphsid dfx:ria:489d6922-d39d-bb68-2af6-54eaae731c5d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 2, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Feb 27, 1985
First registration: Nov 2, 1998
Dual registered: yes, broker-dealer
Other names: DAN DWYER|DANIEL FREDERICK DWYER|Daniel Dwyer
IAPD individual key: 1336595

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jun 24, 2026	n/a	yes	NAPA, CA	Current employment
EDWARD JONES	National bd RIA	May 13, 2024	Jul 10, 2026	no	NAPA, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 17, 2024	May 11, 2024	no	SAN FRANCISCO, CA\|Napa, CA	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Nov 2, 2018	May 13, 2024	no	Napa, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 21, 2009	Nov 6, 2018	no	NAPA, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 13, 2005	Oct 6, 2009	no	NAPA, CA\|NAPA, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 2, 1998	May 16, 2005	no	NAPA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	WELLS FARGO ADVISORS	Jul 10, 2026	Jun 24, 2026	-16	Firm change	Ibd to wirehouse
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	May 13, 2024	Apr 17, 2024	-26	Channel change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	EDWARD JONES	May 11, 2024	May 13, 2024	2	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Nov 6, 2018	Nov 2, 2018	-4	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 6, 2009	Sep 21, 2009	-15	Firm change	Wirehouse to wirehouse
MORGAN STANLEY DW INC.	WELLS FARGO ADVISORS	May 16, 2005	May 13, 2005	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108559:79:CA:2024-05-08	May 13, 2024	Apr 17, 2024	NAPA, CA	Firm change
79:250:CA:2024-05-11	May 11, 2024	May 13, 2024	NAPA, CA	Firm change
7691:108559:CA:2018-10-30	Nov 6, 2018	Nov 2, 2018	NAPA, CA	Firm change

Relationships

Registered with (6)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 13, 2005 to Oct 6, 2009factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 13, 2024 to Jul 10, 2026factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Nov 2, 2018 to May 13, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 17, 2024 to May 11, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 21, 2009 to Nov 6, 2018factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 2, 1998 to May 16, 2005factForm ADV

Dated events

Occurred
Jul 10, 2026
Advisor changed firm
Daniel Frederick Dwyer left Edward Jones for Wells Fargo Advisors (registered 2026-06-24)
Form ADVobserved 4 days ago
Occurred
May 11, 2024
Advisor changed firm
Daniel Frederick Dwyer left J.P. Morgan Securities Llc for Edward Jones (registered 2024-05-13)
Form ADVobserved 4 days ago