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.
Daniel Lucas Dickerson
- Title
- Investment Advisorreportedrcmwa.comfirm site, Sep 15, 2026
- Professional profile
- rcmwa.com/team-member-01/daniel-dickersonreportedrcmwa.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Rcm Wealth Advisors independent RIA currentsince Mar 4, 2026 · Hot Springs, Ar
- Money Concepts Advisory Service BD affiliatedDec 15, 2025 to Mar 2, 2026 · Palm Beach Gardens, Fl
- Trutoro formerJun 29, 2018 to Dec 22, 2025 · Hot Springs, Ar
- Allstate Financial Advisors, LLC BD affiliatedJun 22, 2015 to Jun 29, 2018 · Little Rock, Ar
- Northwestern Mutual Investment Services,LLC no RAUMMar 9, 2015 to Jun 17, 2015 · Little Rock, Ar
- Money Concepts Advisory Service to Rcm Wealth Advisorsleft Mar 2, 2026, registered Mar 4, 2026 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Trutoro to Money Concepts Advisory Serviceleft Dec 22, 2025, registered Dec 15, 2025 (-7 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Allstate Financial Advisors, LLC to Trutoroleft Jun 29, 2018, registered Jun 29, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Northwestern Mutual Investment Services,LLC to Allstate Financial Advisors, LLCleft Jun 17, 2015, registered Jun 22, 2015 (5 days) · Other
- Daniel Lucas Dickerson left Money Concepts Advisory Service for Rcm Wealth Advisors (registered 2026-03-04)Mar 2, 2026 · Advisor changed firm · fact
- Daniel Lucas Dickerson left Trutoro for Money Concepts Advisory Service (registered 2025-12-15)Dec 22, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address