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

K••••••• D• A•••••

R••••• W• B•••• • C•• I•••••••••mixed wealthSacramento, Cadual registrantIAPD 6414780

Feed of 09/14/2026

Also filed as Kimberly Denise Daniels

At current firm

1 y

since May 28, 2025

In the industry

11 y

since Nov 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••• W• B•••• • C•• I••••••••• mixed wealth current
since May 28, 2025 · Sacramento, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 5, 2023 to Apr 25, 2025 · Sacramento, Ca
W•••• F•••• A••••••• wirehouse
Jun 9, 2023 to Aug 28, 2023 · Sacramento, Ca

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R••••• W• B•••• • C•• I•••••••••
left Apr 25, 2025, registered May 28, 2025 (33 days) · Wirehouse to independent RIA
W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Aug 28, 2023, registered Sep 5, 2023 (8 days) · Wirehouse to wirehouse

Signals

K••••••• D• A••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••• W• B•••• • C•• I••••••••• (registered 2025-05-28)
Apr 25, 2025 · Advisor changed firm · fact
K••••••• D• A••••• left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-09-05)
Aug 28, 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: Wealth manager with institutional or fund businessderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address