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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)45 years in industry

DANIEL ROSS SCHMIEDER

Advisor at ICON WEALTH PARTNERS

HOUSTON, TX

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Search this name across graphsid dfx:ria:ddd4c41b-c0be-e2d9-b0b5-5dc028ee6f44

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 31, 1993 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: ICON WEALTH PARTNERS
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: Apr 20, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 20, 1981
First registration: Jul 31, 1993
Dual registered: yes, broker-dealer
IAPD individual key: 727985

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
ICON WEALTH PARTNERS	Independent wealth	Aug 2, 2022	n/a	yes	HOUSTON, TX	Current employment
ICON WEALTH PARTNERS, LLC	Former SEC adviser	Feb 12, 2019	Aug 1, 2022	no	HOUSTON, TX	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 29, 2019	Feb 15, 2019	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 24, 2019	no	Houston, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 31, 1993	Jun 1, 2009	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, 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
ICON WEALTH PARTNERS, LLC	ICON WEALTH PARTNERS	Aug 1, 2022	Aug 2, 2022	1	Channel change	RIA to new firm
OPPENHEIMER & CO. INC.	ICON WEALTH PARTNERS, LLC	Feb 15, 2019	Feb 12, 2019	-3	Firm change	Ibd to RIA
MORGAN STANLEY	OPPENHEIMER & CO. INC.	Jan 24, 2019	Jan 29, 2019	5	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
283098:319609:TX:2022-08-01	Aug 1, 2022	Aug 2, 2022	HOUSTON, TX	Firm change

Relationships

Registered with (5)

→ ICON WEALTH PARTNERSRegistered adviserregistration: current employment
Aug 2, 2022 to presentfactForm ADV
→ ICON WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 12, 2019 to Aug 1, 2022factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 29, 2019 to Feb 15, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 24, 2019factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 31, 1993 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.