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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D••••••• F•••••

M••••• O• O•••• I••••••• S•••••••• I•••independent RIAO••••, Ne dual registrantIAPD 4367475

Feed of 09/15/2026

Also filed as Danielle Maria Hunter

At current firm

1 y

since Jun 24, 2025

In the industry

18 y

since Mar 4, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• O• O•••• I••••••• S•••••••• I••• independent RIA current
since Jun 24, 2025 · Gretna, Ne
O•••• F•• I••• former
May 14, 2024 to Sep 24, 2024 · Gretna, Ne
O•••• F•• I••• former
Nov 14, 2022 to May 10, 2024 · Gretna, Ne
M••••• O• O•••• I••••••• S•••••••• I••• independent RIA
Nov 6, 2012 to Jan 14, 2022 · O••••, Ne
S••••••••• A•••••• A•••••••• I••• former
Feb 14, 2012 to Oct 25, 2012 · La Vista, Ne

Moves

a registration end followed by a registration begin elsewhere

O•••• F•• I••• to M••••• O• O•••• I••••••• S•••••••• I•••
left Sep 24, 2024, registered Jun 24, 2025 (273 days) · Affiliated broker-dealer or bank to independent RIA
M••••• O• O•••• I••••••• S•••••••• I••• to O•••• F•• I•••
left Jan 14, 2022, registered Nov 14, 2022 (304 days) · Other
S••••••••• A•••••• A•••••••• I••• to M••••• O• O•••• I••••••• S•••••••• I•••
left Oct 25, 2012, registered Nov 6, 2012 (12 days) · Other

Signals

D••••••• F••••• left O•••• F•• I••• for M••••• O• O•••• I••••••• S•••••••• I••• (registered 2025-06-24)
Sep 24, 2024 · Advisor changed firm · fact
D••••••• F••••• left M••••• O• O•••• I••••••• S•••••••• I••• for O•••• F•• I••• (registered 2022-11-14)
Jan 14, 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: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address