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 Xavier Namey
Feed of 09/14/2026
Also filed as Daniel Xavier Namey
At current firm
6 y
since Dec 4, 2019
In the industry
32 y
since Jul 29, 1994 (earliest exam, job or registration)
Prior registered firms
3
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
- LPL Financial LLC BD affiliated currentsince Dec 4, 2019 · Jacksonville, Fl
- H. Beck, Inc. formerJan 22, 2010 to Dec 13, 2019 · Jacksonville, Fl
- Fsc Securities Corporation formerApr 7, 2003 to Dec 31, 2009 · Jacksonville, Fl
- Osaic Fa, Inc. formerJul 29, 1994 to Feb 26, 2003 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- H. Beck, Inc. to LPL Financial LLCleft Dec 13, 2019, registered Dec 4, 2019 (-9 days) · Affiliated broker-dealer or bank to another · moved with a team
- Fsc Securities Corporation to H. Beck, Inc.left Dec 31, 2009, registered Jan 22, 2010 (22 days) · Other
- Osaic Fa, Inc. to Fsc Securities Corporationleft Feb 26, 2003, registered Apr 7, 2003 (40 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address