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 Mccleer Draper
- Title
- Wealth Advisorreportedsapphireblueadvisors.stewardpartners.comfirm site, Sep 16, 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.
- Steward Partners Investment Advisory, LLC BD affiliated currentsince Aug 19, 2026 · Northport, Mi
- Sapphire Blue Investment Partners independent RIA currentsince Feb 4, 2022 · Fenton, Mi
- Sapphire Blue Investment Partners independent RIAJul 30, 2018 to Dec 31, 2021 · Fenton, Mi
- Sapphire Blue Investment Partners independent RIAMay 8, 2018 to Jun 29, 2018 · Fenton, Mi
- Summit Financial Group Inc formerOct 12, 2006 to Apr 19, 2021 · Fenton, Mi
- Summit Financial Group Inc to Sapphire Blue Investment Partnersleft Apr 19, 2021, registered May 8, 2018 (-1077 days) · Other
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
- 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