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 Friedrich Goss
Feed of 09/15/2026
Also filed as Daniel Friedrich Goss
At current firm
3 y
since Oct 21, 2022
In the industry
24 y
since Mar 25, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Oct 21, 2022 · Pittsburgh - Wexford, Pa
- Hefren-Tillotson, Inc. formerApr 12, 2019 to Oct 21, 2022 · Wexford, Pa
- Citizens Securities, Inc. BD affiliatedNov 12, 2015 to Jun 6, 2016 · Allison Park, Pa
- Federated Investment Counseling institutionalMar 25, 2002 to Apr 10, 2007 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Hefren-Tillotson, Inc. to Robert W. Baird & Co. Incorporatedleft Oct 21, 2022, registered Oct 21, 2022 (0 days) · corporate re-registration, not a move
- Citizens Securities, Inc. to Hefren-Tillotson, Inc.left Jun 6, 2016, registered Apr 12, 2019 (1040 days) · Other
- Federated Investment Counseling to Citizens Securities, Inc.left Apr 10, 2007, registered Nov 12, 2015 (3138 days) · Other
Signals
- Daniel Friedrich Goss added a FL registration at Robert W. Baird & Co. IncorporatedSep 14, 2026 · New state registration · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address