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 Allan Belica
Feed of 09/14/2026
At current firm
0 y
since Feb 9, 2026
In the industry
22 y
since Feb 5, 2004 (earliest exam, job or registration)
Prior registered firms
7
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
- Pinnacle Wealth Advisors independent RIA currentsince Feb 9, 2026 · Clackamas, Or
- Ims Capital Management formerMar 11, 2014 to Aug 24, 2026 · Clackamas, Or
- Td Ameritrade Investment Management, LLC formerMay 12, 2008 to Feb 18, 2014 · Portland, Or
- Td Ameritrade, Inc. formerMay 2, 2008 to Feb 18, 2014 · Portland, Or
- Mkg Capital Advisors formerMar 13, 2008 to Apr 15, 2008 · Portland, Or
- Mkg Capital Advisors unclassifiedMar 8, 2006 to Jun 29, 2007 · Portland, Or
- Mkg Capital Advisors unclassifiedAug 29, 2005 to Dec 31, 2005 · Portland, Or
- Osaic Fa, Inc. formerFeb 24, 2004 to Aug 19, 2005 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Ims Capital Management to Pinnacle Wealth Advisorsleft Aug 24, 2026, registered Feb 9, 2026 (-196 days) · RIA to RIA · moved with a team
- Td Ameritrade Investment Management, LLC to Ims Capital Managementleft Feb 18, 2014, registered Mar 11, 2014 (21 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Feb 18, 2014, registered May 12, 2008 (-2108 days) · channel change inside one enterprise, not a move
- Mkg Capital Advisors to Td Ameritrade, Inc.left Apr 15, 2008, registered May 2, 2008 (17 days) · Other
- Mkg Capital Advisors to Mkg Capital Advisorsleft Jun 29, 2007, registered Mar 13, 2008 (258 days) · Other
- Osaic Fa, Inc. to Mkg Capital Advisorsleft Aug 19, 2005, registered Aug 29, 2005 (10 days) · Other
Signals
- Daniel Allan Belica left Ims Capital Management for Pinnacle Wealth Advisors (registered 2026-02-09)Aug 24, 2026 · 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