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••••• W•••••

E••••• J••••national BDMedina, Ohdual registrantIAPD 4550410

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Daniel Michaelphilip Welker

At current firm

1 y

since May 16, 2025

In the industry

22 y

since Oct 10, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since May 16, 2025 · Medina, Oh
N•••• P•••• P•••••••• M••••••• C••••••••• independent RIA
Jan 26, 2017 to Jul 19, 2021 · Orange Village, Oh
J••• M••••• I••••••••• M••••••••• I••• asset manager
May 23, 2008 to Nov 10, 2009 · New York, Ny
R•••••• J•••• • A••••••••• I••• national BD
Aug 4, 2006 to Nov 8, 2007 · Beachwood, Oh
M••••• S•••••• D• I••• unclassified
Oct 10, 2003 to Jul 31, 2006 · Beachwood, Oh

Moves

a registration end followed by a registration begin elsewhere

N•••• P•••• P•••••••• M••••••• C••••••••• to E••••• J••••
left Jul 19, 2021, registered May 16, 2025 (1397 days) · RIA to affiliated broker-dealer or bank
J••• M••••• I••••••••• M••••••••• I••• to N•••• P•••• P•••••••• M••••••• C•••••••••
left Nov 10, 2009, registered Jan 26, 2017 (2634 days) · Other
R•••••• J•••• • A••••••••• I••• to J••• M••••• I••••••••• M••••••••• I•••
left Nov 8, 2007, registered May 23, 2008 (197 days) · Other
M••••• S•••••• D• I••• to R•••••• J•••• • A••••••••• I•••
left Jul 31, 2006, registered Aug 4, 2006 (4 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: National broker-dealer RIAderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address