DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
D••••• C••••••••• G•••••
Feed of 09/14/2026
Also filed as Daniel Granda
At current firm
0 y
since Jul 31, 2026
In the industry
11 y
since Feb 20, 2015 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- O•••• W•••••• I••• BD affiliated currentsince Jul 31, 2026 · Coconut Creek, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDFeb 9, 2023 to Apr 15, 2026 · Auburn Hills, Mi
- P•••• S••••••••• L•• no RAUMMar 30, 2020 to Dec 21, 2021 · West Palm Beach, Fl
- S••••••••• A•••••• A•••••••• I••• formerAug 14, 2018 to Oct 28, 2019 · Sterling Heights, Mi
- O• I••••••••• M••••••••• C• BD affiliatedAug 29, 2017 to Aug 15, 2018 · Sterling Height, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to O•••• W•••••• I•••left Apr 15, 2026, registered Jul 31, 2026 (107 days) · Affiliated broker-dealer or bank to another
- P•••• S••••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Dec 21, 2021, registered Feb 9, 2023 (415 days) · Affiliated broker-dealer or bank to another
- S••••••••• A•••••• A•••••••• I••• to P•••• S••••••••• L••left Oct 28, 2019, registered Mar 30, 2020 (154 days) · Affiliated broker-dealer or bank to another
- O• I••••••••• M••••••••• C• to S••••••••• A•••••• A•••••••• I•••left Aug 15, 2018, registered Aug 14, 2018 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- D••••• C••••••••• G••••• left A••••••••• F•••••••• S•••••••• L•• for O•••• W•••••• I••• (registered 2026-07-31)Apr 15, 2026 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address