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

Danielle Starr Washington

MarinerBD affiliatedBloomfield Hills, MiIA-onlyIAPD 5417863

Certified Financial Planner

Feed of 09/14/2026

Also filed as Danielle S Washington

At current firm

2 y

since Mar 12, 2024

In the industry

18 y

since Nov 26, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mariner BD affiliated current
since Mar 12, 2024 · Bloomfield Hills, Mi
Sequoia Financial Group, L.L.C. independent RIA
May 16, 2019 to Feb 13, 2024 · Troy, Mi
Polaris Greystone Advisory Group, LLC former
Feb 16, 2017 to Apr 23, 2019 · Troy, Mi
Polaris Wealth Advisory Group former
Nov 17, 2016 to Apr 23, 2019 · Troy, Mi
Polaris Greystone Advisory Group, LLC former
Sep 12, 2016 to Dec 31, 2016 · Troy, Mi
Pruco Securities, LLC no RAUM
Jan 12, 2016 to Sep 16, 2016 · Troy, Mi
Citizens Securities, Inc. BD affiliated
Jul 15, 2013 to Sep 23, 2015 · St. Clair Shores, Mi
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Jul 3, 2013 · Detroit, Mi
Chase Investment Services Corp. former
Dec 10, 2010 to Oct 1, 2012 · Warren, Mi

Moves

a registration end followed by a registration begin elsewhere

Sequoia Financial Group, L.L.C. to Mariner
left Feb 13, 2024, registered Mar 12, 2024 (28 days) · RIA to affiliated broker-dealer or bank
Polaris Wealth Advisory Group to Polaris Greystone Advisory Group, LLC
left Apr 23, 2019, registered Feb 16, 2017 (-796 days) · Other
Polaris Greystone Advisory Group, LLC to Sequoia Financial Group, L.L.C.
left Apr 23, 2019, registered May 16, 2019 (23 days) · Other
Polaris Greystone Advisory Group, LLC to Polaris Wealth Advisory Group
left Dec 31, 2016, registered Nov 17, 2016 (-44 days) · Other · moved with a team
Pruco Securities, LLC to Polaris Greystone Advisory Group, LLC
left Sep 16, 2016, registered Sep 12, 2016 (-4 days) · Other
Citizens Securities, Inc. to Pruco Securities, LLC
left Sep 23, 2015, registered Jan 12, 2016 (111 days) · Other
J.P. Morgan Securities LLC to Citizens Securities, Inc.
left Jul 3, 2013, registered Jul 15, 2013 (12 days) · Other
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

Danielle Starr Washington left Sequoia Financial Group, L.L.C. for Mariner (registered 2024-03-12)
Feb 13, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address