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 Kurtz

LPL Enterprise, LLCBD affiliatedFairfax, Va dual registrantIAPD 6217665

Certified Financial Planner

Feed of 09/15/2026

Also filed as Daniel Robert Kurtz

At current firm

1 y

since Nov 14, 2024

In the industry

13 y

since Aug 21, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Enterprise, LLC BD affiliated current
since Nov 14, 2024 · Fairfax, Va
Pruco Securities, LLC no RAUM
Jul 26, 2024 to Nov 14, 2024 · North Bethesda, Md
Ameritas Advisory Services, LLC BD affiliated
Jun 14, 2023 to Aug 7, 2024 · Centreville, Va
First Command Advisory Services BD affiliated
Dec 15, 2015 to Apr 3, 2023 · Fort Worth, Tx
First Command Financial Planning, Inc. former
Sep 3, 2013 to Dec 15, 2015 · Fairfax, Va

Moves

a registration end followed by a registration begin elsewhere

Pruco Securities, LLC to LPL Enterprise, LLC
left Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
Ameritas Advisory Services, LLC to Pruco Securities, LLC
left Aug 7, 2024, registered Jul 26, 2024 (-12 days) · Affiliated broker-dealer or bank to another
First Command Advisory Services to Ameritas Advisory Services, LLC
left Apr 3, 2023, registered Jun 14, 2023 (72 days) · Affiliated broker-dealer or bank to another
First Command Financial Planning, Inc. to First Command Advisory Services
left Dec 15, 2015, registered Dec 15, 2015 (0 days) · corporate re-registration, not a move

Signals

Daniel Robert Kurtz left Ameritas Advisory Services, Llc for Pruco Securities, Llc (registered 2024-07-26)
Aug 7, 2024 · Advisor changed firm · fact
Daniel Robert Kurtz left First Command Advisory Services for Ameritas Advisory Services, Llc (registered 2023-06-14)
Apr 3, 2023 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address