DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Daniel Conners

Alphacore Capital LLCindependent RIALa Jolla, Ca IA-onlyIAPD 1185549

Feed of 09/14/2026

Also filed as Daniel Andres Conners

At current firm

1 y

since Jan 14, 2025

In the industry

42 y

since Nov 14, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisor, Partnerreportedalphacore.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Alphacore Capital LLC independent RIA current
since Jan 14, 2025 · La Jolla, Ca
Entrust Wealth Advisors, LLC former
Jan 22, 2019 to Mar 3, 2025 · San Diego, Ca
Entrust Wealth Advisors, LLC former
Nov 13, 2018 to Dec 31, 2018 · San Diego, Ca
UBS Financial Services Inc. wirehouse
Dec 15, 2008 to Nov 20, 2018 · San Diego, Ca
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Dec 19, 2008 · San Diego, Ca
Morgan Stanley Dw Inc. unclassified
Mar 26, 2003 to Apr 2, 2007 · San Diego, Ca
Conners Capital Management Inc unclassified
Jan 4, 2003 to Mar 26, 2003 · Del Mar, Ca
Conners Capital Management Inc unclassified
Nov 25, 2002 to Dec 31, 2002 · Del Mar, Ca

Moves

a registration end followed by a registration begin elsewhere

Entrust Wealth Advisors, LLC to Alphacore Capital LLC
left Mar 3, 2025, registered Jan 14, 2025 (-48 days) · RIA to RIA · moved with a team
UBS Financial Services Inc. to Entrust Wealth Advisors, LLC
left Nov 20, 2018, registered Nov 13, 2018 (-7 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
Morgan Stanley & Co. LLC to UBS Financial Services Inc.
left Dec 19, 2008, registered Dec 15, 2008 (-4 days) · corporate re-registration, not a move
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Conners Capital Management Inc to Morgan Stanley Dw Inc.
left Mar 26, 2003, registered Mar 26, 2003 (0 days) · Other

Signals

Daniel Conners left Entrust Wealth Advisors, Llc for Alphacore Capital Llc (registered 2025-01-14)
Mar 3, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address