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

Daniel Joseph Flanagan

Eversource Wealth Advisors, LLCindependent RIABurlington, Ma IA-onlyIAPD 4573440

Certified Financial Planner

Feed of 09/15/2026

At current firm

1 y

since Aug 25, 2025

In the industry

24 y

since Jan 30, 2002 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisor Frank & Flanagan Wealth Advisorsreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026
Business email: dflanagan@frankandflanagan.comreportedeversourcewealthadvisors.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

Eversource Wealth Advisors, LLC independent RIA current
since Aug 25, 2025 · Birmingham, Al
Canby Financial Advisors unclassified
Jun 18, 2015 to May 11, 2022 · Framingham, Ma
Commonwealth Financial Network national BD
May 18, 2015 to Aug 25, 2025 · Framingham, Ma
Lexington Wealth Management, Inc. former
Jan 7, 2010 to Jun 12, 2015 · Lexington, Ma
Calibre Advisory Services Inc. unclassified
Jan 3, 2005 to May 3, 2010 · Waltham, Ma
Tanager Financial Services Inc unclassified
Mar 7, 2002 to Dec 16, 2004 · Waltham, Ma

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Canby Financial Advisors
left Aug 25, 2025, registered Jun 18, 2015 (-3721 days) · Other
Canby Financial Advisors to Eversource Wealth Advisors, LLC
left May 11, 2022, registered Aug 25, 2025 (1202 days) · Other
Lexington Wealth Management, Inc. to Commonwealth Financial Network
left Jun 12, 2015, registered May 18, 2015 (-25 days) · Other
Calibre Advisory Services Inc. to Lexington Wealth Management, Inc.
left May 3, 2010, registered Jan 7, 2010 (-116 days) · Other
Tanager Financial Services Inc to Calibre Advisory Services Inc.
left Dec 16, 2004, registered Jan 3, 2005 (18 days) · Other

Signals

Daniel Joseph Flanagan left Commonwealth Financial Network for Canby Financial Advisors (registered 2015-06-18)
Aug 25, 2025 · Advisor changed firm · fact
Daniel Joseph Flanagan left Canby Financial Advisors for Eversource Wealth Advisors, Llc (registered 2025-08-25)
May 11, 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address