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 Beckwith

Gateway Investment Advisers, LLCotherCincinnati, Oh IA-onlyIAPD 4926372

Certified Financial Planner

Feed of 09/15/2026

At current firm

1 y

since Sep 3, 2025

In the industry

21 y

since Jul 8, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gateway Investment Advisers, LLC other current
since Sep 3, 2025 · Cincinnati, Oh
Belmont Capital Group former
Jul 15, 2010 to Sep 30, 2025 · Los Angeles, Ca
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Oct 22, 2009 · Santa Monica, Ca
A. G. Edwards & Sons, Inc. unclassified
Nov 6, 2006 to Jan 1, 2008 · Santa Monica, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 11, 2005 to Nov 9, 2006 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Belmont Capital Group to Gateway Investment Advisers, LLC
left Sep 30, 2025, registered Sep 3, 2025 (-27 days) · Other · moved with a team
Wells Fargo Advisors to Belmont Capital Group
left Oct 22, 2009, registered Jul 15, 2010 (266 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to A. G. Edwards & Sons, Inc.
left Nov 9, 2006, registered Nov 6, 2006 (-3 days) · Other

Signals

Daniel Beckwith left Belmont Capital Group for Gateway Investment Advisers, Llc (registered 2025-09-03)
Sep 30, 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: Other adviserderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address