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

C•••••••• H••••••••

T••••• A••••••• S•••••••• I•••BD affiliatedWinter Park, Fldual registrantIAPD 6632755

Certified Financial Planner

Feed of 09/14/2026

Also filed as C•••••••• Danielle Minor

At current firm

1 y

since Sep 3, 2025

In the industry

22 y

since Aug 1, 2004 (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

Registration history

IAPD current and previous registrations

T••••• A••••••• S•••••••• I••• BD affiliated current
since Sep 3, 2025 · Winter Park, Fl
J••• M••••• S••••••••• L•• wirehouse
Aug 30, 2021 to Aug 13, 2025 · Orlando, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 10, 2018 to Jun 1, 2021 · Tampa, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Sep 28, 2016 to Mar 13, 2018 · Winter Park, Fl
S••••••• I••••••••• S•••••••• I••• former
Jul 27, 2016 to Dec 31, 2016 · Winter Park, Fl

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Aug 13, 2025, registered Sep 3, 2025 (21 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Jun 1, 2021, registered Aug 30, 2021 (90 days) · Wirehouse to wirehouse
T••••• A••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Mar 13, 2018, registered May 10, 2018 (58 days) · Other · moved with a team
S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••
left Dec 31, 2016, registered Sep 28, 2016 (-94 days) · corporate re-registration, not a move

Signals

C•••••••• H•••••••• left J••• M••••• S••••••••• L•• for T••••• A••••••• S•••••••• I••• (registered 2025-09-03)
Aug 13, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address