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RIA / WealthAdvisor30 years in industry

DANIEL CRAIG OSGOOD

Advisor at "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

RANCHO SANTA FE, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2001 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: "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 8, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jan 8, 1996
First registration: Apr 10, 2001
Dual registered: no
Other names: DANIEL CRAIG OSGOOD
IAPD individual key: 2684112

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
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	Independent wealth	Oct 16, 2012	n/a	yes	RANCHO SANTA FE, CA	Current employment
ADVANCED PRACTICE ADVISORS, LLC	Former SEC adviser	Jun 14, 2010	Sep 4, 2012	no	LA QUINTA, CA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Oct 15, 2009	Dec 3, 2010	no	SAN DIEGO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 14, 2006	Oct 6, 2009	no	SAN DIEGO, CA	Previous registration
PIPER SANDLER & CO.	Institutional manager	Apr 10, 2001	Jul 21, 2006	no	LA JOLLA, CA\|LAJOLLA, 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
ADVANCED PRACTICE ADVISORS, LLC	"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"	Sep 4, 2012	Oct 16, 2012	42	Firm change	Other
CONCERT WEALTH MANAGEMENT	ADVANCED PRACTICE ADVISORS, LLC	Dec 3, 2010	Jun 14, 2010	-172	Firm change after gap	Other
WELLS FARGO ADVISORS	CONCERT WEALTH MANAGEMENT	Oct 6, 2009	Oct 15, 2009	9	Firm change	Other
PIPER SANDLER & CO.	WELLS FARGO ADVISORS	Jul 21, 2006	Jul 14, 2006	-7	Firm change	Other

Relationships

Registered with (5)

→ "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"Registered adviserregistration: current employment
Oct 16, 2012 to presentfactForm ADV
→ ADVANCED PRACTICE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 14, 2010 to Sep 4, 2012factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 15, 2009 to Dec 3, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 14, 2006 to Oct 6, 2009factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Apr 10, 2001 to Jul 21, 2006factForm ADV

Dated events

No dated event names this entity yet.