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
Daryl R Fuchs
Feed of 09/15/2026
At current firm
5 y
since Oct 26, 2020
In the industry
42 y
since Jun 1, 1984 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- Creativeone Wealth, LLC independent RIA currentsince Oct 26, 2020 · Loveland, Co
- Partnervest Advisory Services LLC formerJun 17, 2011 to Nov 5, 2020 · Loveland, Co
- Holland Advisory Services, Inc. independent RIAFeb 27, 2008 to May 20, 2011 · Loveland, Co
Moves
a registration end followed by a registration begin elsewhere
- Partnervest Advisory Services LLC to Creativeone Wealth, LLCleft Nov 5, 2020, registered Oct 26, 2020 (-10 days) · corporate re-registration, not a move
- Holland Advisory Services, Inc. to Partnervest Advisory Services LLCleft May 20, 2011, registered Jun 17, 2011 (28 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
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address