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

Donald Austin Mcdaniel

Allworth Financial, L.P.BD affiliatedFolsom, Ca IA-onlyIAPD 4063234

Certified Financial Planner

Feed of 09/14/2026

Also filed as Donald Mcdaniel

At current firm

4 y

since Jun 2, 2022

In the industry

26 y

since Jun 2, 2000 (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

Allworth Financial, L.P. BD affiliated current
since Jun 2, 2022 · Albuquerque, Nm
Uas Wealth Advisors former
Jan 17, 2014 to Jun 30, 2022 · Albuquerque, Nm
Bancwest Investment Services, Inc. (Bwis) former
Mar 23, 2011 to Apr 16, 2012 · Albuquerque, Nm
Wilbanks Securities Advisory former
Jan 21, 2011 to Mar 22, 2011 · Albuquerque, Nm
The Mcdaniel Group unclassified
Dec 3, 2010 to Apr 13, 2011 · Albuquerque, Nm
Raymond James Financial Services, Inc. unclassified
Jul 5, 2006 to Nov 16, 2007 · Albuquerque, Nm

Moves

a registration end followed by a registration begin elsewhere

Uas Wealth Advisors to Allworth Financial, L.P.
left Jun 30, 2022, registered Jun 2, 2022 (-28 days) · RIA to affiliated broker-dealer or bank · moved with a team
Bancwest Investment Services, Inc. (Bwis) to Uas Wealth Advisors
left Apr 16, 2012, registered Jan 17, 2014 (641 days) · Other
The Mcdaniel Group to Wilbanks Securities Advisory
left Apr 13, 2011, registered Jan 21, 2011 (-82 days) · Other
Wilbanks Securities Advisory to Bancwest Investment Services, Inc. (Bwis)
left Mar 22, 2011, registered Mar 23, 2011 (1 days) · Other
Raymond James Financial Services, Inc. to The Mcdaniel Group
left Nov 16, 2007, registered Dec 3, 2010 (1113 days) · Other

Signals

Donald Austin Mcdaniel left Uas Wealth Advisors for Allworth Financial, L.P. (registered 2022-06-02)
Jun 30, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address