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 Joseph Dixon
Feed of 09/15/2026
At current firm
6 y
since Apr 14, 2020
In the industry
25 y
since Oct 3, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Algorithmic Investment Models other currentsince Apr 14, 2020 · Vero Beach, Fl
- Joseph Grace Holdings, Inc. state registeredApr 22, 2015 to Feb 28, 2020 · Vero Beach, Fl
- Triboro Investment Management, LLC unclassifiedMar 27, 2014 to Apr 22, 2015 · Elkins Park, Pa
- Bny Mellon Advisors, Inc. bank affiliatedOct 3, 2000 to Sep 10, 2004 · Malvern, Pa
Moves
a registration end followed by a registration begin elsewhere
- Joseph Grace Holdings, Inc. to Algorithmic Investment Modelsleft Feb 28, 2020, registered Apr 14, 2020 (46 days) · Other
- Triboro Investment Management, LLC to Joseph Grace Holdings, Inc.left Apr 22, 2015, registered Apr 22, 2015 (0 days) · Other
- Bny Mellon Advisors, Inc. to Triboro Investment Management, LLCleft Sep 10, 2004, registered Mar 27, 2014 (3485 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
- Other adviserderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address