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 Bradaick

Wesbanco Securities, Inc.BD affiliatedYounstown, Oh dual registrantIAPD 2363759

Feed of 09/15/2026

Also filed as Daniel Nicholas Bradaick

At current firm

1 y

since Sep 2, 2025

In the industry

25 y

since Oct 16, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wesbanco Securities, Inc. BD affiliated current
since Sep 2, 2025 · Wheeling, Wv
LPL Financial LLC BD affiliated
May 3, 2021 to Sep 3, 2025 · Youngstown, Oh
Cetera Investment Advisers LLC BD affiliated
Jan 21, 2014 to May 3, 2021 · Struthers, Oh
Cetera Investment Services LLC former
Jan 3, 2012 to Jan 21, 2014 · Columbiana, Oh
Chase Investment Services Corp. former
Mar 24, 2009 to Nov 1, 2010 · Youngstown, Oh
Invest Financial Corporation former
Jul 7, 2005 to Jan 23, 2009 · New Castle, Pa

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wesbanco Securities, Inc.
left Sep 3, 2025, registered Sep 2, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
Cetera Investment Advisers LLC to LPL Financial LLC
left May 3, 2021, registered May 3, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Cetera Investment Services LLC to Cetera Investment Advisers LLC
left Jan 21, 2014, registered Jan 21, 2014 (0 days) · corporate re-registration, not a move
Chase Investment Services Corp. to Cetera Investment Services LLC
left Nov 1, 2010, registered Jan 3, 2012 (428 days) · Other
Invest Financial Corporation to Chase Investment Services Corp.
left Jan 23, 2009, registered Mar 24, 2009 (60 days) · Other

Signals

Daniel Bradaick left Lpl Financial Llc for Wesbanco Securities, Inc. (registered 2025-09-02)
Sep 3, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address