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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D••••• S•••••• P••••••

H•• F•••••••• G••••independent RIAEllicott City, MdIA-onlyIAPD 6265851

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Nov 28, 2023

In the industry

11 y

since Jun 1, 2015 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedhwafinancialgroup.comfirm site, Sep 16, 2026
Designations: CFPreportedhwafinancialgroup.comas printed on the bio page, Sep 17, 2026
Business email: dp••••••@hwafinancialgroup.comreportedhwafinancialgroup.comfirm site, Sep 16, 2026
Direct business phone: 410-696-4025reportedhwafinancialgroup.comfirm site, Sep 16, 2026
Professional profile: hwafinancialgroup.com/team/danny-pereira-cfpreportedhwafinancialgroup.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/daniel-pereira-cfp®-57aaa244reportedhwafinancialgroup.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

H•• F•••••••• G•••• independent RIA current
since Nov 28, 2023 · Ellicott City, Md
S••• BD affiliated
Aug 22, 2023 to Nov 27, 2023 · Tyson'S Corner, Va
W•• P•••••••• L•• former
Mar 22, 2022 to Apr 24, 2023 · Towson, Md
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 5, 2015 to Feb 18, 2022 · North Bethesda, Md

Moves

a registration end followed by a registration begin elsewhere

S••• to H•• F•••••••• G••••
left Nov 27, 2023, registered Nov 28, 2023 (1 days) · Affiliated broker-dealer or bank to independent RIA
W•• P•••••••• L•• to S•••
left Apr 24, 2023, registered Aug 22, 2023 (120 days) · RIA to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•• P•••••••• L••
left Feb 18, 2022, registered Mar 22, 2022 (32 days) · Wirehouse to independent RIA

Signals

D••••• S•••••• P•••••• left S••• for H•• F•••••••• G•••• (registered 2023-11-28)
Nov 27, 2023 · Advisor changed firm · fact
D••••• S•••••• P•••••• left W•• P•••••••• L•• for S••• (registered 2023-08-22)
Apr 24, 2023 · Advisor changed firm · fact
D••••• S•••••• P•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•• P•••••••• L•• (registered 2022-03-22)
Feb 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address