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 Burke Beltran
Certified Financial Planner
Feed of 09/14/2026
Also filed as Daniel Beltran
At current firm
5 y
since Apr 1, 2021
In the industry
21 y
since Dec 1, 2004 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Apr 1, 2021 · Pleasanton, Ca
- United Planners' Financial Services Of America A Limited Partner independent RIAJun 14, 2017 to Apr 5, 2021 · South San Francisco, Ca
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJul 31, 2015 to Jun 15, 2017 · Walnut Creek, Ca
- Cetera Advisor Networks LLC formerSep 12, 2011 to Aug 4, 2015 · Pleasanton, Ca
- Osaic Fa, Inc. formerFeb 10, 2006 to Jul 14, 2011 · Point Richmond, Ca
- Msi Financial Services, Inc. formerMar 7, 2005 to Dec 9, 2005 · Lafayette, Ca
Moves
a registration end followed by a registration begin elsewhere
- United Planners' Financial Services Of America A Limited Partner to LPL Financial LLCleft Apr 5, 2021, registered Apr 1, 2021 (-4 days) · RIA to affiliated broker-dealer or bank
- National Planning Corporation ("Npc Of America" In Fl & Ny) to United Planners' Financial Services Of America A Limited Partnerleft Jun 15, 2017, registered Jun 14, 2017 (-1 days) · Other · moved with a team
- Cetera Advisor Networks LLC to National Planning Corporation ("Npc Of America" In Fl & Ny)left Aug 4, 2015, registered Jul 31, 2015 (-4 days) · Other
- Osaic Fa, Inc. to Cetera Advisor Networks LLCleft Jul 14, 2011, registered Sep 12, 2011 (60 days) · Other
- Msi Financial Services, Inc. to Osaic Fa, Inc.left Dec 9, 2005, registered Feb 10, 2006 (63 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address