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 Edward Tabash
Feed of 09/14/2026
Also filed as Dan Edward Tabash
At current firm
11 y
since Jan 22, 2015
In the industry
26 y
since Aug 2, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Saxony Capital Management, LLC independent RIA currentsince Jan 22, 2015 · Saint Louis, Mo
- Wells Fargo Advisors wirehouseSep 9, 2008 to Aug 20, 2014 · St. Louis, Mo
- Edward Jones national BDMay 15, 2008 to Aug 27, 2008 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Saxony Capital Management, LLCleft Aug 20, 2014, registered Jan 22, 2015 (155 days) · Other
- Edward Jones to Wells Fargo Advisorsleft Aug 27, 2008, registered Sep 9, 2008 (13 days) · Affiliated broker-dealer or bank to wirehouse
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address