RIA Intelligence
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M••• S••••• D••••
- Business email
- marc@danerwealth.comreporteddanerwealth.comfirm site, Sep 16, 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.
- D•••• W••••• M••••••••• L•• independent RIA currentsince Jan 4, 2022 · Alpharetta, Ga
- W•••• F•••• A••••••• wirehouseJul 15, 2005 to Mar 23, 2022 · Alpharetta, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedApr 1, 2003 to Aug 5, 2005 · Alpharetta, Ga
- W•••• F•••• A••••••• to D•••• W••••• M••••••••• L••left Mar 23, 2022, registered Jan 4, 2022 (-78 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- C•••••••• G••••• M•••••• I••• to W•••• F•••• A•••••••left Aug 5, 2005, registered Jul 15, 2005 (-21 days) · Other
- M••• S••••• D•••• left W•••• F•••• A••••••• for D•••• W••••• M••••••••• L•• (registered 2022-01-04)Mar 23, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address