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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D••••• L• L•••••••

S••••• W••••• A•••••••• I•••no RAUMBoston, Madual registrantIAPD 1780204

Feed of 09/14/2026

Also filed as Daniel Lewis Linnehan

At current firm

1 y

since Apr 17, 2025

In the industry

20 y

since Jun 9, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••• W••••• A•••••••• I••• no RAUM current
since Apr 17, 2025 · Boston, Ma
C••••••• S••••••••• I••• BD affiliated
Sep 11, 2023 to Nov 13, 2024 · Hudson, Ma
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Sep 5, 2023 · Boston, Ma
S•••••••• A••••••• L•• national BD
Nov 29, 2016 to Jul 13, 2018 · Framingham, Ma

Moves

a registration end followed by a registration begin elsewhere

C••••••• S••••••••• I••• to S••••• W••••• A•••••••• I•••
left Nov 13, 2024, registered Apr 17, 2025 (155 days) · Other
F••••••• P••••••• A•• W•••••••• A••••••• to C••••••• S••••••••• I•••
left Sep 5, 2023, registered Sep 11, 2023 (6 days) · Affiliated broker-dealer or bank to another
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

D••••• L• L••••••• left C••••••• S••••••••• I••• for S••••• W••••• A•••••••• I••• (registered 2025-04-17)
Nov 13, 2024 · Advisor changed firm · fact
D••••• L• L••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for C••••••• S••••••••• I••• (registered 2023-09-11)
Sep 5, 2023 · 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: No RAUM reportedderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address