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
Damian Jacques Dufour
Feed of 09/14/2026
Also filed as Damian Jacques Dufour
At current firm
3 y
since May 11, 2023
In the industry
19 y
since Aug 2, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Fiduciary Benefits Group other currentsince May 11, 2023 · San Diego, Ca
- Wealthspire Retirement Advisory institutionalDec 2, 2021 to May 12, 2023 · Aliso Viejo, Ca
- Reilly Financial Advisors formerJan 30, 2015 to Dec 1, 2021 · La Mesa, Ca
- Wells Fargo Advisors wirehouseNov 1, 2013 to Feb 2, 2015 · San Diego, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 28, 2008 to Nov 4, 2013 · Temecula, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Retirement Advisory to Fiduciary Benefits Groupleft May 12, 2023, registered May 11, 2023 (-1 days) · Other · moved with a team
- Reilly Financial Advisors to Wealthspire Retirement Advisoryleft Dec 1, 2021, registered Dec 2, 2021 (1 days) · Other · moved with a team
- Wells Fargo Advisors to Reilly Financial Advisorsleft Feb 2, 2015, registered Jan 30, 2015 (-3 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Nov 4, 2013, registered Nov 1, 2013 (-3 days) · Wirehouse to wirehouse
Signals
- Damian Jacques Dufour left Wealthspire Retirement Advisory for Fiduciary Benefits Group (registered 2023-05-11)May 12, 2023 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address