RIA Intelligence
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W•••••• D••••• H•••••
- Professional profile
- linkedin.com/in/dalton-henley-cfp%C2%AE-6983a8107reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••••• W••••• M••••••••• independent RIA currentsince Oct 5, 2023 · El Dorado Hills, Ca
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedDec 2, 2021 to Oct 11, 2023 · El Dorado Hills, Ca
- C•••••••• I••••••••• R••••••• A•••••••• I••• to L••••• W••••• M•••••••••left Oct 11, 2023, registered Oct 5, 2023 (-6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- W•••••• D••••• H••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for L••••• W••••• M••••••••• (registered 2023-10-05)Oct 11, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address