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 Jerome Lecure
Feed of 09/15/2026
Also filed as Daniel Jerome Lecure
At current firm
6 y
since Aug 28, 2020
In the industry
27 y
since Dec 10, 1998 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
5
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
- Huntleigh Advisors, Inc. BD affiliated currentsince Aug 28, 2020 · St. Louis, Mo
- Datatex Investment Services Inc formerMar 12, 2020 to Mar 28, 2023 · Clayton, Mo
- Avantax Advisory Services formerApr 10, 2000 to Mar 3, 2005 · Jefferson City, Mo
Moves
a registration end followed by a registration begin elsewhere
- Datatex Investment Services Inc to Huntleigh Advisors, Inc.left Mar 28, 2023, registered Aug 28, 2020 (-942 days) · RIA to RIA · moved with a team
- Avantax Advisory Services to Datatex Investment Services Incleft Mar 3, 2005, registered Mar 12, 2020 (5488 days) · Other
Signals
- Daniel Jerome Lecure left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2020-08-28)Mar 28, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address