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 A Rojas
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since Jun 13, 2024
In the industry
16 y
since Jan 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Jun 13, 2024 · Indianapolis, In
- Savant Wealth Management independent RIAFeb 13, 2024 to Jun 14, 2024 · Rockford, Il
- Valeo Financial Advisors, LLC independent RIAJul 21, 2022 to Jan 23, 2024 · Carmel, In
- Charles Schwab & Co., Inc. national BDDec 12, 2017 to May 21, 2022 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Savant Wealth Management to Cerity Partners LLCleft Jun 14, 2024, registered Jun 13, 2024 (-1 days) · RIA to RIA
- Valeo Financial Advisors, LLC to Savant Wealth Managementleft Jan 23, 2024, registered Feb 13, 2024 (21 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Valeo Financial Advisors, LLCleft May 21, 2022, registered Jul 21, 2022 (61 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Daniel A Rojas left Savant Wealth Management for Cerity Partners Llc (registered 2024-06-13)Jun 14, 2024 · Advisor changed firm · fact
- Daniel A Rojas left Valeo Financial Advisors, Llc for Savant Wealth Management (registered 2024-02-13)Jan 23, 2024 · Advisor changed firm · fact
- Daniel A Rojas left Charles Schwab & Co., Inc. for Valeo Financial Advisors, Llc (registered 2022-07-21)May 21, 2022 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address