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.
Gary Burton Dannar
- Professional profile
- linkedin.com/in/gary-b-dannar-mrfc-526084134reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Tubreauxs Wealth & Legacy Solutions state registered currentsince Feb 22, 2018 · Jasper, Tx
- Tradingblock unclassifiedNov 10, 2015 to Feb 12, 2018 · Jasper, Tx
- Modern Capital Advisors, LLC independent RIAAug 13, 2012 to Oct 6, 2015 · Jasper, Tx
- Brokersxpress LLC formerAug 25, 2011 to Jul 13, 2012 · Woodville,, Tx
- Oneamerica Securities, Inc. BD affiliatedOct 7, 2009 to Aug 31, 2011 · Austin, Tx
- Investment Professionals, Inc. formerSep 28, 2004 to Sep 25, 2009 · Woodville, Tx
- Tradingblock to Tubreauxs Wealth & Legacy Solutionsleft Feb 12, 2018, registered Feb 22, 2018 (10 days) · Other
- Modern Capital Advisors, LLC to Tradingblockleft Oct 6, 2015, registered Nov 10, 2015 (35 days) · Other
- Brokersxpress LLC to Modern Capital Advisors, LLCleft Jul 13, 2012, registered Aug 13, 2012 (31 days) · Other
- Oneamerica Securities, Inc. to Brokersxpress LLCleft Aug 31, 2011, registered Aug 25, 2011 (-6 days) · Other
- Investment Professionals, Inc. to Oneamerica Securities, Inc.left Sep 25, 2009, registered Oct 7, 2009 (12 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address