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 Walter Donihue
Feed of 09/14/2026
Also filed as Daniel Walter Donihue
At current firm
14 y
since Sep 17, 2012
In the industry
28 y
since Jul 1, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Coppell Advisory Solutions LLC independent RIA currentsince Sep 17, 2012 · Castiac, Ca
- Virtue Capital Management, LLC independent RIAJun 12, 2014 to Oct 28, 2014 · Castiac, Ca
- American Investment Services formerSep 16, 2009 to Sep 13, 2012 · Castaic, Ca
- Empire Capital Partners, LLC unclassifiedMay 15, 2009 to Sep 3, 2009 · Castaic, Ca
- Envision Investment Advisors, LLC unclassifiedJan 12, 2009 to Apr 28, 2009 · Castaic, Ca
- Envision Investment Advisors, LLC unclassifiedSep 13, 2007 to Dec 31, 2008 · Castaic, Ca
Moves
a registration end followed by a registration begin elsewhere
- Virtue Capital Management, LLC to no registered destinationleft Oct 28, 2014 · Departure, no registered destination
- American Investment Services to Coppell Advisory Solutions LLCleft Sep 13, 2012, registered Sep 17, 2012 (4 days) · Other
- Empire Capital Partners, LLC to American Investment Servicesleft Sep 3, 2009, registered Sep 16, 2009 (13 days) · Other
- Envision Investment Advisors, LLC to Empire Capital Partners, LLCleft Apr 28, 2009, registered May 15, 2009 (17 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address