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 Mark Saccal
Feed of 09/15/2026
Also filed as Daniel Saccal
At current firm
1 y
since Mar 4, 2025
In the industry
25 y
since Aug 13, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Altitude Capital Management LLC independent RIA currentsince Mar 4, 2025 · Palm Beach Gardens, Fl
- Wealth Watch Advisors, Inc independent RIAJul 31, 2019 to Apr 15, 2021 · Palm Beach Gardens, Fl
- Osaic Fs, Inc. formerOct 30, 2015 to Jul 26, 2017 · Palm Beach Gardens, Fl
- Sicor Securities Inc unclassifiedJun 14, 2011 to Oct 31, 2013 · Dayton, Oh
- J. W. Cole Advisors, Inc. BD affiliatedDec 4, 2009 to Sep 10, 2010 · Tampa, Fl
- Gunnallen Financial, Inc unclassifiedNov 17, 2005 to Sep 16, 2008 · Tampa, Fl
- Osaic Wealth, Inc. BD affiliatedMay 5, 2005 to Nov 17, 2005 · North Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Wealth Watch Advisors, Inc to Altitude Capital Management LLCleft Apr 15, 2021, registered Mar 4, 2025 (1419 days) · RIA to a newly registered adviser
- Osaic Fs, Inc. to Wealth Watch Advisors, Incleft Jul 26, 2017, registered Jul 31, 2019 (735 days) · Other
- Sicor Securities Inc to Osaic Fs, Inc.left Oct 31, 2013, registered Oct 30, 2015 (729 days) · Other
- J. W. Cole Advisors, Inc. to Sicor Securities Incleft Sep 10, 2010, registered Jun 14, 2011 (277 days) · Other
- Gunnallen Financial, Inc to J. W. Cole Advisors, Inc.left Sep 16, 2008, registered Dec 4, 2009 (444 days) · Other
- Osaic Wealth, Inc. to Gunnallen Financial, Incleft Nov 17, 2005, registered Nov 17, 2005 (0 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address