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
Donald A. Sawyer
Feed of 09/14/2026
At current firm
6 y
since Nov 15, 2019
In the industry
22 y
since Jan 29, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Integrated Advisors Network LLC independent RIA currentsince Nov 15, 2019 · Dallas, Tx
- Mountain Capital Investment Advisors Inc independent RIAJan 16, 2017 to Sep 1, 2022 · Westminster, Co
- Morgan Stanley wirehouseJun 1, 2009 to Jan 23, 2017 · Denver, Co
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Denver, Co
- Morgan Stanley Dw Inc. unclassifiedMar 22, 2004 to Apr 2, 2007 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Mountain Capital Investment Advisors Inc to Integrated Advisors Network LLCleft Sep 1, 2022, registered Nov 15, 2019 (-1021 days) · RIA to RIA
- Morgan Stanley to Mountain Capital Investment Advisors Incleft Jan 23, 2017, registered Jan 16, 2017 (-7 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Signals
- Donald A. Sawyer left Mountain Capital Investment Advisors Inc for Integrated Advisors Network Llc (registered 2019-11-15)Sep 1, 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address