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 William Gibson
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Daniel W Gibson
At current firm
0 y
since Nov 11, 2025
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Msh Capital Advisors LLC independent RIA currentsince Nov 11, 2025 · Dallas, Tx
- Rockefeller Capital Management BD affiliatedNov 25, 2019 to Nov 14, 2025 · Dallas, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 25, 2015 to Nov 26, 2019 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Rockefeller Capital Management to Msh Capital Advisors LLCleft Nov 14, 2025, registered Nov 11, 2025 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Rockefeller Capital Managementleft Nov 26, 2019, registered Nov 25, 2019 (-1 days) · Wirehouse to independent RIA · moved with a team
Signals
- Daniel William Gibson left Rockefeller Capital Management for Msh Capital Advisors Llc (registered 2025-11-11)Nov 14, 2025 · 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