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RIA / WealthAdvisorCertified Financial Planner21 years in industry

DANIEL BECKWITH

Advisor at GATEWAY INVESTMENT ADVISERS, LLC

CINCINNATI, OH | Los Angeles, CA

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Search this name across graphsid dfx:ria:baf0cf67-d585-5fda-c594-9c53908eb1b0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 11, 2005 to Sep 15, 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: GATEWAY INVESTMENT ADVISERS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 8, 2005
First registration: Jul 11, 2005
Dual registered: no
IAPD individual key: 4926372

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
GATEWAY INVESTMENT ADVISERS, LLC	Other adviser	Sep 3, 2025	n/a	yes	CINCINNATI, OH\|Los Angeles, CA	Current employment
BELMONT CAPITAL GROUP	Former SEC adviser	Jul 15, 2010	Sep 30, 2025	no	LOS ANGELES, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Oct 22, 2009	no	SANTA MONICA, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Nov 6, 2006	Jan 1, 2008	no	SANTA MONICA, CA\|ST. LOUIS, MO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 11, 2005	Nov 9, 2006	no	LOS ANGELES, CA\|SANTA MONICA, 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
BELMONT CAPITAL GROUP	GATEWAY INVESTMENT ADVISERS, LLC	Sep 30, 2025	Sep 3, 2025	-27	Firm change	Other
WELLS FARGO ADVISORS	BELMONT CAPITAL GROUP	Oct 22, 2009	Jul 15, 2010	266	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	A. G. EDWARDS & SONS, INC.	Nov 9, 2006	Nov 6, 2006	-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
154078:146681:CA:2025-09-30	Sep 30, 2025	Sep 3, 2025	LOS ANGELES, CA	Firm change

Relationships

Registered with (5)

→ GATEWAY INVESTMENT ADVISERS, LLCRegistered adviserregistration: current employment
Sep 3, 2025 to presentfactForm ADV
→ BELMONT CAPITAL GROUPRegistered adviserregistration: previous registration
Jul 15, 2010 to Sep 30, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Oct 22, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Nov 6, 2006 to Jan 1, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 11, 2005 to Nov 9, 2006factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Daniel Beckwith left Belmont Capital Group for Gateway Investment Advisers, Llc (registered 2025-09-03)
Form ADVobserved 6 days ago