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.
Feed of 09/14/2026
Also filed as Daniel Rolland Blair
At current firm
1 y
since Nov 27, 2024
In the industry
18 y
since Sep 24, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- Horizon Wealth independent RIA currentsince Nov 27, 2024 · Denver, Co
- Impact Partnership Wealth, LLC independent RIAJul 2, 2021 to Feb 20, 2025 · Denver, Co
- Onedigital institutionalFeb 8, 2018 to Jun 30, 2021 · Denver, Co
- Integrum Wealth Management unclassifiedOct 13, 2017 to Apr 12, 2018 · Phoenix, Az
- Redhawk Wealth Advisors, Inc. independent RIAJun 14, 2016 to Sep 15, 2017 · Denver, Co
- Concourse Financial Group Advisors formerMar 25, 2014 to Jul 13, 2016 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Impact Partnership Wealth, LLC to Horizon Wealthleft Feb 20, 2025, registered Nov 27, 2024 (-85 days) · RIA to RIA · moved with a team
- Onedigital to Impact Partnership Wealth, LLCleft Jun 30, 2021, registered Jul 2, 2021 (2 days) · Other · moved with a team
- Integrum Wealth Management to Onedigitalleft Apr 12, 2018, registered Feb 8, 2018 (-63 days) · Other
- Redhawk Wealth Advisors, Inc. to Integrum Wealth Managementleft Sep 15, 2017, registered Oct 13, 2017 (28 days) · Other · moved with a team
- Concourse Financial Group Advisors to Redhawk Wealth Advisors, Inc.left Jul 13, 2016, registered Jun 14, 2016 (-29 days) · Other
Signals
- Daniel Roland Blair left Impact Partnership Wealth, Llc for Horizon Wealth (registered 2024-11-27)Feb 20, 2025 · 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