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 J Fusco

Ameritas Advisory Services, LLCBD affiliatedSaint Johns, Fldual registrantIAPD 5829033

Feed of 09/14/2026

Also filed as Dan Fusco

At current firm

0 y

since Jun 26, 2026

In the industry

15 y

since Sep 16, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameritas Advisory Services, LLC BD affiliated current
since Jun 26, 2026 · Saint Johns, Fl
United Planners' Financial Services Of America A Limited Partner independent RIA
May 8, 2026 to Jun 15, 2026 · Jacksonville, Fl
LPL Financial LLC BD affiliated
Nov 21, 2024 to Sep 30, 2025 · Fort Mill, Sc
Morgan Stanley wirehouse
Jan 24, 2020 to Jun 6, 2024 · Boston, Ma
UBS Financial Services Inc. wirehouse
Feb 22, 2017 to Jan 9, 2020 · Boston, Ma
Winslow Wealth Management LLC former
Oct 14, 2015 to Apr 18, 2016 · Boston, Ma
Winslow, Evans & Crocker, Inc. former
Feb 12, 2015 to Apr 15, 2016 · Boston, Ma
Charles Schwab & Co., Inc. national BD
Sep 20, 2011 to Jan 27, 2015 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

United Planners' Financial Services Of America A Limited Partner to Ameritas Advisory Services, LLC
left Jun 15, 2026, registered Jun 26, 2026 (11 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to United Planners' Financial Services Of America A Limited Partner
left Sep 30, 2025, registered May 8, 2026 (220 days) · Affiliated broker-dealer or bank to independent RIA
Morgan Stanley to LPL Financial LLC
left Jun 6, 2024, registered Nov 21, 2024 (168 days) · Wirehouse to affiliated broker-dealer or bank
UBS Financial Services Inc. to Morgan Stanley
left Jan 9, 2020, registered Jan 24, 2020 (15 days) · Wirehouse to wirehouse
Winslow Wealth Management LLC to UBS Financial Services Inc.
left Apr 18, 2016, registered Feb 22, 2017 (310 days) · Other
Winslow, Evans & Crocker, Inc. to Winslow Wealth Management LLC
left Apr 15, 2016, registered Oct 14, 2015 (-184 days) · Other
Charles Schwab & Co., Inc. to Winslow, Evans & Crocker, Inc.
left Jan 27, 2015, registered Feb 12, 2015 (16 days) · Other

Signals

Daniel J Fusco left United Planners' Financial Services Of America A Limited Partner for Ameritas Advisory Services, Llc (registered 2026-06-26)
Jun 15, 2026 · Advisor changed firm · fact
Daniel J Fusco left Lpl Financial Llc for United Planners' Financial Services Of America A Limited Partner (registered 2026-05-08)
Sep 30, 2025 · Advisor changed firm · fact
Daniel J Fusco left Morgan Stanley for Lpl Financial Llc (registered 2024-11-21)
Jun 6, 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address