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 Graham Henry
Feed of 09/14/2026
At current firm
2 y
since Sep 10, 2024
In the industry
19 y
since Aug 22, 2007 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Endeavor Capital Management, LLC state registered currentsince Sep 10, 2024 · Downer'S Grove, Il
- Iht Wealth Management LLC BD affiliatedMar 11, 2020 to Oct 11, 2024 · Oakbrook Terrace, Il
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Nov 25, 2019 · Chicago, Il
- Chase Investment Services Corp. formerFeb 1, 2008 to Oct 1, 2012 · Chicago, Il
- Waddell & Reed formerAug 23, 2007 to Sep 25, 2007 · Savage, Mn
Moves
a registration end followed by a registration begin elsewhere
- Iht Wealth Management LLC to Endeavor Capital Management, LLCleft Oct 11, 2024, registered Sep 10, 2024 (-31 days) · Affiliated broker-dealer or bank to a state-registered adviser
- J.P. Morgan Securities LLC to Iht Wealth Management LLCleft Nov 25, 2019, registered Mar 11, 2020 (107 days) · Wirehouse to independent RIA
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Waddell & Reed to Chase Investment Services Corp.left Sep 25, 2007, registered Feb 1, 2008 (129 days) · Other
Signals
- Daniel Graham Henry left Iht Wealth Management Llc for Endeavor Capital Management, Llc (registered 2024-09-10)Oct 11, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address