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 Robert Hamilton
Feed of 09/14/2026
At current firm
3 y
since Apr 3, 2023
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Apr 3, 2023 · Greenwood Village, Co
- Personal Capital Advisors Corporation formerApr 8, 2022 to Apr 3, 2023 · Greenwood Village, Co
- J.P. Morgan Securities LLC wirehouseSep 29, 2021 to Mar 18, 2022 · Vancouver, Wa
- Fisher Investments independent RIANov 15, 2017 to Apr 27, 2021 · Plano, Tx
- Strategic Advisers LLC national BDAug 24, 2016 to Oct 2, 2017 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Personal Capital Advisors Corporation to Empower Advisory Group, LLCleft Apr 3, 2023, registered Apr 3, 2023 (0 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Personal Capital Advisors Corporationleft Mar 18, 2022, registered Apr 8, 2022 (21 days) · Wirehouse to independent RIA
- Fisher Investments to J.P. Morgan Securities LLCleft Apr 27, 2021, registered Sep 29, 2021 (155 days) · RIA to wirehouse · moved with a team
- Strategic Advisers LLC to Fisher Investmentsleft Oct 2, 2017, registered Nov 15, 2017 (44 days) · Other · moved with a team
Signals
- Daniel Robert Hamilton left J.P. Morgan Securities Llc for Personal Capital Advisors Corporation (registered 2022-04-08)Mar 18, 2022 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address