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

Daneen Evana Gimson

First Citizens Investor Services, Inc.BD affiliatedPageland, Sc dual registrantIAPD 3218382

Feed of 09/14/2026

Also filed as Daneen E Newsom

At current firm

1 y

since Jan 9, 2025

In the industry

25 y

since Jun 27, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Citizens Investor Services, Inc. BD affiliated current
since Jan 9, 2025 · Pageland, Sc
Wells Fargo Advisors wirehouse
Aug 27, 2021 to Jul 16, 2024 · St. Louis, Mo
Securities America Advisors, Inc. former
Jul 17, 2020 to Aug 17, 2021 · Charlotte, Nc
Investacorp Advisory Services Inc former
Oct 4, 2019 to Jul 17, 2020 · Charlotte, Nc
Truist Advisory Services, Inc. BD affiliated
Nov 16, 2016 to Mar 4, 2019 · Charlotte, Nc
Suntrust Investment Services, Inc. former
Oct 31, 2016 to Dec 31, 2016 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to First Citizens Investor Services, Inc.
left Jul 16, 2024, registered Jan 9, 2025 (177 days) · Wirehouse to affiliated broker-dealer or bank
Securities America Advisors, Inc. to Wells Fargo Advisors
left Aug 17, 2021, registered Aug 27, 2021 (10 days) · Affiliated broker-dealer or bank to wirehouse
Investacorp Advisory Services Inc to Securities America Advisors, Inc.
left Jul 17, 2020, registered Jul 17, 2020 (0 days) · corporate re-registration, not a move
Truist Advisory Services, Inc. to Investacorp Advisory Services Inc
left Mar 4, 2019, registered Oct 4, 2019 (214 days) · Affiliated broker-dealer or bank to another
Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.
left Dec 31, 2016, registered Nov 16, 2016 (-45 days) · corporate re-registration, not a move

Signals

Daneen Evana Gimson left Wells Fargo Advisors for First Citizens Investor Services, Inc. (registered 2025-01-09)
Jul 16, 2024 · 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