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 Evan Owens
Feed of 09/14/2026
Also filed as Daniel E Owens
At current firm
0 y
since May 7, 2026
In the industry
23 y
since Aug 12, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Juncture Wealth Strategies, LLC independent RIA currentsince May 7, 2026 · Scottsdale, Az
- Elk River Wealth Management LLC independent RIAApr 20, 2020 to May 1, 2026 · Denver, Co
- Elk River Wealth Management LLC independent RIAMar 20, 2020 to Mar 20, 2020 · Denver, Co
- Bok Financial Private Wealth, Inc. independent RIAJul 1, 2019 to Apr 21, 2020 · Denver, Co
- Cobiz Wealth formerOct 4, 2013 to Dec 20, 2019 · Phoenix, Az
- Banc One Securities Corporation unclassifiedAug 12, 2003 to May 18, 2006 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Elk River Wealth Management LLC to Juncture Wealth Strategies, LLCleft May 1, 2026, registered May 7, 2026 (6 days) · RIA to RIA
- Bok Financial Private Wealth, Inc. to Elk River Wealth Management LLCleft Apr 21, 2020, registered Mar 20, 2020 (-32 days) · RIA to a newly registered adviser · moved with a team
- Cobiz Wealth to Bok Financial Private Wealth, Inc.left Dec 20, 2019, registered Jul 1, 2019 (-172 days) · RIA to RIA
- Banc One Securities Corporation to Cobiz Wealthleft May 18, 2006, registered Oct 4, 2013 (2696 days) · Other
Signals
- Daniel Evan Owens left Elk River Wealth Management Llc for Juncture Wealth Strategies, Llc (registered 2026-05-07)May 1, 2026 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address