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RIA / WealthAdvisorPersonal Financial Specialist42 years in industry

DANIEL DAVILA

Advisor at AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 4, 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: AUSTIN WEALTH MANAGEMENT, LLC
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 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S63
First exam: Jul 6, 1987
First registration: Jan 4, 2001
Dual registered: no
Other names: DANNY DAVILA|DANIEL DAVILA
IAPD individual key: 1686004

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
AUSTIN WEALTH MANAGEMENT, LLC	Independent wealth	Oct 2, 2025	n/a	yes	AUSTIN, TX	Current employment
AUSTIN WEALTH MANAGEMENT, LLC	Independent wealth	Sep 26, 2014	Dec 16, 2020	no	AUSTIN, TX	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Feb 21, 2012	Oct 17, 2014	no	ATLANTA, GA\|AUSTIN, TX	Previous registration
HENRICKSON NAUTA WEALTH ADVISORS, INC.	Independent wealth	Nov 23, 2009	Sep 1, 2011	no	AUSTIN, TX\|BELMONT, MI	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jan 4, 2001	Oct 14, 2009	no	AUSTIN, TX	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
TRIAD ADVISORS, LLC	AUSTIN WEALTH MANAGEMENT, LLC	Oct 17, 2014	Sep 26, 2014	-21	Firm change	Other
HENRICKSON NAUTA WEALTH ADVISORS, INC.	TRIAD ADVISORS, LLC	Sep 1, 2011	Feb 21, 2012	173	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	HENRICKSON NAUTA WEALTH ADVISORS, INC.	Oct 14, 2009	Nov 23, 2009	40	Firm change	Other

Relationships

Registered with (4)

→ AUSTIN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 26, 2014 to Dec 16, 2020factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 21, 2012 to Oct 17, 2014factForm ADV
→ HENRICKSON NAUTA WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 23, 2009 to Sep 1, 2011factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jan 4, 2001 to Oct 14, 2009factForm ADV

Dated events

No dated event names this entity yet.