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 Lee Korth
Feed of 09/15/2026
At current firm
2 y
since Jan 3, 2024
In the industry
33 y
since Feb 26, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Truvestments Capital LLC independent RIA currentsince Jan 3, 2024 · Coppell, Tx
- Prosperity Financial Group, Inc. formerNov 11, 2016 to Dec 31, 2023 · Arroyo Grande, Ca
- World Equity Group, Inc. BD affiliatedFeb 5, 2009 to Nov 10, 2016 · Schaumburg, Il
- Questar Asset Management, Inc. formerFeb 2, 2005 to Feb 6, 2009 · Lewisville, Tx
- Questar Capital Corporation unclassifiedOct 17, 2001 to Dec 31, 2005 · Lewisville, Tx
Moves
a registration end followed by a registration begin elsewhere
- Prosperity Financial Group, Inc. to Truvestments Capital LLCleft Dec 31, 2023, registered Jan 3, 2024 (3 days) · RIA to RIA
- World Equity Group, Inc. to Prosperity Financial Group, Inc.left Nov 10, 2016, registered Nov 11, 2016 (1 days) · Other
- Questar Asset Management, Inc. to World Equity Group, Inc.left Feb 6, 2009, registered Feb 5, 2009 (-1 days) · Other
- Questar Capital Corporation to Questar Asset Management, Inc.left Dec 31, 2005, registered Feb 2, 2005 (-332 days) · corporate re-registration, not a move
Signals
- Daniel Lee Korth left Prosperity Financial Group, Inc. for Truvestments Capital Llc (registered 2024-01-03)Dec 31, 2023 · Advisor changed firm · 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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address