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 William Wilson

Aprio Wealth Management, LLCindependent RIAAtlanta, Ga IA-onlyIAPD 2810851

Certified Financial Planner

Feed of 09/15/2026

At current firm

0 y

since Jan 1, 2026

In the industry

29 y

since Dec 20, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Aprio Wealth Management, LLC independent RIA current
since Jan 1, 2026 · Lake Mills, Wi
Annex Wealth Management, LLC independent RIA
Apr 3, 2025 to Sep 26, 2025 · Brookfield, Wi
Johnson Wealth Inc. mixed wealth
Mar 23, 2022 to Mar 11, 2025 · Madison, Wi
Raymond James Financial Services Advisors, Inc BD affiliated
Feb 16, 2021 to Mar 14, 2022 · Effingham, Il
Midland Financial Advisors, Inc. former
Aug 21, 2009 to Mar 10, 2021 · Delafield, Wi
Voyager Capital Management, LLC former
Feb 15, 2008 to Sep 15, 2009 · Lake Geneva, Wi
J.P. Morgan Securities Inc. unclassified
Sep 27, 2006 to Feb 21, 2008 · Madison, Wi
Banc One Securities Corporation unclassified
Feb 14, 2002 to Sep 27, 2006 · Milwaukee, Wi

Moves

a registration end followed by a registration begin elsewhere

Annex Wealth Management, LLC to Aprio Wealth Management, LLC
left Sep 26, 2025, registered Jan 1, 2026 (97 days) · RIA to RIA
Johnson Wealth Inc. to Annex Wealth Management, LLC
left Mar 11, 2025, registered Apr 3, 2025 (23 days) · RIA to RIA
Raymond James Financial Services Advisors, Inc to Johnson Wealth Inc.
left Mar 14, 2022, registered Mar 23, 2022 (9 days) · Affiliated broker-dealer or bank to independent RIA
Midland Financial Advisors, Inc. to Raymond James Financial Services Advisors, Inc
left Mar 10, 2021, registered Feb 16, 2021 (-22 days) · RIA to affiliated broker-dealer or bank · moved with a team
Voyager Capital Management, LLC to Midland Financial Advisors, Inc.
left Sep 15, 2009, registered Aug 21, 2009 (-25 days) · Other
J.P. Morgan Securities Inc. to Voyager Capital Management, LLC
left Feb 21, 2008, registered Feb 15, 2008 (-6 days) · Other
Banc One Securities Corporation to J.P. Morgan Securities Inc.
left Sep 27, 2006, registered Sep 27, 2006 (0 days) · corporate re-registration, not a move

Signals

Daniel William Wilson left Annex Wealth Management, Llc for Aprio Wealth Management, Llc (registered 2026-01-01)
Sep 26, 2025 · Advisor changed firm · fact
Daniel William Wilson left Johnson Wealth Inc. for Annex Wealth Management, Llc (registered 2025-04-03)
Mar 11, 2025 · Advisor changed firm · fact
Daniel William Wilson left Raymond James Financial Services Advisors, Inc for Johnson Wealth Inc. (registered 2022-03-23)
Mar 14, 2022 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address