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.

Current firm

CETERA INVESTMENT ADVISERS LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 20, 2015

First registration

Mar 23, 2015

Dual registered

yes, broker-dealer

Other names

BOB DANIEL MCMAHON

IAPD individual key

6436466

• Occurred

  Sep 11, 2026
  Advisor changed firm

  Robert Daniel Mcmahon left LPL Financial LLC for Cetera Investment Advisers LLC (registered 2026-08-14)

  Form ADVobserved 4 days ago
• Occurred

  Mar 18, 2025
  Advisor changed firm

  Robert Daniel Mcmahon left Edward Jones for Lpl Financial Llc (registered 2025-03-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6dc92660-93dd-7604-f11b-e8e6138e8b2c

First observed

Mar 23, 2015

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.