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 Allen Hamm
Certified Financial Planner
Feed of 09/14/2026
Also filed as Danny Allen Hamm
At current firm
4 y
since May 4, 2022
In the industry
12 y
since Jul 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Intellicents Investment Solutions Inc mixed wealth currentsince May 4, 2022 · Albert Lea, Mn
- Frontier Wealth Management, LLC formerJul 7, 2021 to Apr 18, 2022 · Leawood, Ks
- American Century Investments Private Client Group, Inc. BD affiliatedJul 25, 2018 to Jul 20, 2021 · Kansas City, Mo
- Creative Planning independent RIAOct 11, 2017 to Jul 24, 2018 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Frontier Wealth Management, LLC to Intellicents Investment Solutions Incleft Apr 18, 2022, registered May 4, 2022 (16 days) · Other
- American Century Investments Private Client Group, Inc. to Frontier Wealth Management, LLCleft Jul 20, 2021, registered Jul 7, 2021 (-13 days) · Affiliated broker-dealer or bank to independent RIA
- Creative Planning to American Century Investments Private Client Group, Inc.left Jul 24, 2018, registered Jul 25, 2018 (1 days) · RIA to RIA
Signals
- Daniel Allen Hamm left Frontier Wealth Management, Llc for Intellicents Investment Solutions Inc (registered 2022-05-04)Apr 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address