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 Johnedis
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Dan Johnedis
At current firm
0 y
since Jan 1, 2026
In the industry
23 y
since Oct 25, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Cratus Capital, LLC state registered currentsince Jan 1, 2026 · West Palm Beach, Fl
- Strategic Wealth Partners, Ltd. independent RIAAug 12, 2015 to Feb 17, 2016 · Independence, Oh
- Chesapeake Wealth Management formerAug 15, 2013 to Dec 3, 2013 · Williamsburg, Va
- Edward Jones national BDAug 5, 2011 to Aug 30, 2011 · St Louis, Mo
- Waypoint Advisors, LLC formerOct 25, 2002 to Mar 31, 2004 · Norfolk, Va
Moves
a registration end followed by a registration begin elsewhere
- Strategic Wealth Partners, Ltd. to Cratus Capital, LLCleft Feb 17, 2016, registered Jan 1, 2026 (3606 days) · Other
- Chesapeake Wealth Management to Strategic Wealth Partners, Ltd.left Dec 3, 2013, registered Aug 12, 2015 (617 days) · Other
- Edward Jones to Chesapeake Wealth Managementleft Aug 30, 2011, registered Aug 15, 2013 (716 days) · Other
- Waypoint Advisors, LLC to Edward Jonesleft Mar 31, 2004, registered Aug 5, 2011 (2683 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
- STATE REGISTEREDderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address