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
Danny George Michael
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Jan 15, 2025
In the industry
25 y
since Mar 15, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Satori Wealth Management, Inc. state registered currentsince Jan 15, 2025 · San Diego, Ca
- Pure Financial Advisors, LLC independent RIAJun 6, 2014 to May 12, 2017 · San Diego, Ca
- U.S. Bancorp Investments, Inc. formerJul 24, 2008 to Aug 6, 2010 · San Diego, Ca
- Countrywide Investment Services, Inc. unclassifiedJul 5, 2007 to May 21, 2008 · San Diego, Ca
- U.S. Bancorp Advisors, LLC BD affiliatedJan 26, 2004 to Jun 18, 2007 · La Mesa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Pure Financial Advisors, LLC to Satori Wealth Management, Inc.left May 12, 2017, registered Jan 15, 2025 (2805 days) · Other
- U.S. Bancorp Investments, Inc. to Pure Financial Advisors, LLCleft Aug 6, 2010, registered Jun 6, 2014 (1400 days) · Other
- Countrywide Investment Services, Inc. to U.S. Bancorp Investments, Inc.left May 21, 2008, registered Jul 24, 2008 (64 days) · Other
- U.S. Bancorp Advisors, LLC to Countrywide Investment Services, Inc.left Jun 18, 2007, registered Jul 5, 2007 (17 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address