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 Reisbacher
Feed of 09/14/2026
Also filed as Daniel Joseph Reisbacher
At current firm
7 y
since Oct 18, 2018
In the industry
15 y
since Jun 1, 2011 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Msh Capital Advisors LLC independent RIA currentsince Oct 18, 2018 · Scottsdale, Az
- Edward Jones national BDFeb 27, 2017 to Sep 28, 2018 · Scottsdale, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 3, 2015 to Feb 24, 2017 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Msh Capital Advisors LLCleft Sep 28, 2018, registered Oct 18, 2018 (20 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jonesleft Feb 24, 2017, registered Feb 27, 2017 (3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address