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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• D••••• R••••••
- Title
- Senior Financial Advisor, CFP®, ChFC®reportedriaadvisors.comfirm site, Sep 17, 2026
- Professional profile
- linkedin.com/in/danny-ratliff-cfp%C2%AE-chfc%C2%AE-0b9b17114reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R•• A••••••• independent RIA currentsince Jul 11, 2017 · Houston, Tx
- R•• W••••• A•••••••• L•• independent RIAFeb 22, 2021 to Sep 22, 2023 · Round Rock, Tx
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Jun 22, 2017 · Conroe, Tx
- C•••• I••••••••• S••••••• C•••• formerAug 17, 2007 to Oct 1, 2012 · College Station, Tx
- W•••• F•••• I••••••••• L•• unclassifiedApr 13, 2006 to Aug 20, 2007 · Conroe, Tx
- R•• W••••• A•••••••• L•• to no registered destinationleft Sep 22, 2023 · Departure, no registered destination
- J••• M••••• S••••••••• L•• to R•• A•••••••left Jun 22, 2017, registered Jul 11, 2017 (19 days) · Other
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- W•••• F•••• I••••••••• L•• to C•••• I••••••••• S••••••• C••••left Aug 20, 2007, registered Aug 17, 2007 (-3 days) · Other
- J•••• D••••• R•••••• no longer registered at R•• W••••• A•••••••• L••; no later IA registration on IAPDSep 22, 2023 · Advisor departure · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address