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RIA / WealthAdvisorCertified Financial Planner24 years in industry

DANIEL JOSEPH FLANAGAN

Advisor at EVERSOURCE WEALTH ADVISORS, LLC

Burlington, MA | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:f67decbb-1743-55b7-9b9f-ae5a526c11ad

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

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 7, 2002 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: EVERSOURCE WEALTH ADVISORS, 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 30, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 30, 2002
First registration: Mar 7, 2002
Dual registered: no
IAPD individual key: 4573440

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
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	Aug 25, 2025	n/a	yes	BIRMINGHAM, AL\|Burlington, MA	Current employment
CANBY FINANCIAL ADVISORS	n/a	Jun 18, 2015	May 11, 2022	no	FRAMINGHAM, MA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 18, 2015	Aug 25, 2025	no	FRAMINGHAM, MA	Previous registration
LEXINGTON WEALTH MANAGEMENT, INC.	Former SEC adviser	Jan 7, 2010	Jun 12, 2015	no	LEXINGTON, MA	Previous registration
CALIBRE ADVISORY SERVICES INC.	n/a	Jan 3, 2005	May 3, 2010	no	WALTHAM, MA	Previous registration
TANAGER FINANCIAL SERVICES INC	n/a	Mar 7, 2002	Dec 16, 2004	no	WALTHAM, MA	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
COMMONWEALTH FINANCIAL NETWORK	CANBY FINANCIAL ADVISORS	Aug 25, 2025	Jun 18, 2015	-3,721	Firm change after gap	Other
CANBY FINANCIAL ADVISORS	EVERSOURCE WEALTH ADVISORS, LLC	May 11, 2022	Aug 25, 2025	1,202	Firm change after gap	Other
LEXINGTON WEALTH MANAGEMENT, INC.	COMMONWEALTH FINANCIAL NETWORK	Jun 12, 2015	May 18, 2015	-25	Firm change	Other
CALIBRE ADVISORY SERVICES INC.	LEXINGTON WEALTH MANAGEMENT, INC.	May 3, 2010	Jan 7, 2010	-116	Firm change after gap	Other
TANAGER FINANCIAL SERVICES INC	CALIBRE ADVISORY SERVICES INC.	Dec 16, 2004	Jan 3, 2005	18	Firm change	Other

Relationships

Registered with (6)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 25, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 18, 2015 to Aug 25, 2025factForm ADV
→ CANBY FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 18, 2015 to May 11, 2022factForm ADV
→ LEXINGTON WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 7, 2010 to Jun 12, 2015factForm ADV
→ CALIBRE ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Jan 3, 2005 to May 3, 2010factForm ADV
→ TANAGER FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Mar 7, 2002 to Dec 16, 2004factForm ADV

Dated events

Occurred
Aug 25, 2025
Advisor changed firm
Daniel Joseph Flanagan left Commonwealth Financial Network for Canby Financial Advisors (registered 2015-06-18)
Form ADVobserved 6 days ago
Occurred
May 11, 2022
Advisor changed firm
Daniel Joseph Flanagan left Canby Financial Advisors for Eversource Wealth Advisors, Llc (registered 2025-08-25)
Form ADVobserved 6 days ago