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

UHY WEALTH MANAGEMENT RIA LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jun 4, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 4, 1998

First registration

Apr 10, 2007

Dual registered

no

Other names

DANIEL LAGINESS

IAPD individual key

3055560

• Occurred

  Dec 23, 2025
  Advisor changed firm

  Daniel James Laginess left Corecap Advisors for Uhy Wealth Management Ria Llc (registered 2025-12-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f6dc18d8-5313-e8a9-d52d-731340be4f29

First observed

Apr 10, 2007

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.