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Registered advisor
D••••• E•••• M•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Dan M•••••
At current firm
11 y
since Jan 5, 2015
In the industry
19 y
since Dec 12, 2006 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- I••••••••• F•••••••• P••••••• state registered currentsince Jan 5, 2015 · Great Falls, Va
- R••••• W••••• M••••••••• i••••••••• wealthJun 3, 2011 to Nov 6, 2014 · R•••••, Va
- L•• F•••••••• L•• BD affiliatedDec 23, 2010 to Dec 2, 2014 · R•••••, Va
- M••••• S•••••• wirehouseJun 1, 2009 to Dec 23, 2010 · Mclean, Va
- C•••••••• G••••• M•••••• I••• BD affiliatedDec 13, 2006 to Jun 1, 2009 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to R••••• W••••• M•••••••••left Dec 2, 2014, registered Jun 3, 2011 (-1278 days) · Other
- R••••• W••••• M••••••••• to I••••••••• F•••••••• P•••••••left Nov 6, 2014, registered Jan 5, 2015 (60 days) · Other
- M••••• S•••••• to L•• F•••••••• L••left Dec 23, 2010, registered Dec 23, 2010 (0 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address