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 Clyde Goldie
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/17/2026
At current firm
2 y
since Jul 1, 2024
In the industry
40 y
since Jun 19, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jul 1, 2024 · Menlo Park, Ca
- Buckingham Strategic Wealth, LLC formerJun 13, 2019 to Nov 14, 2024 · St Louis, Mo
- Dan Goldie Financial Services LLC formerJun 17, 2009 to May 31, 2019 · Palo Alto, Ca
- Partnervest Advisory Services LLC formerOct 3, 2003 to Jul 1, 2009 · Menlo Park, Ca
- Lwi Financial Inc. formerJan 14, 1999 to Oct 13, 2003 · Portola Valley, Ca
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLCleft Nov 14, 2024, registered Jul 1, 2024 (-136 days) · corporate re-registration, not a move
- Dan Goldie Financial Services LLC to Buckingham Strategic Wealth, LLCleft May 31, 2019, registered Jun 13, 2019 (13 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Partnervest Advisory Services LLC to Dan Goldie Financial Services LLCleft Jul 1, 2009, registered Jun 17, 2009 (-14 days) · Other
- Lwi Financial Inc. to Partnervest Advisory Services LLCleft Oct 13, 2003, registered Oct 3, 2003 (-10 days) · Other
Signals
No dated event on this person.
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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address