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

Danniel Syed Kazi

Lincoln Investmentindependent RIAFrisco, Tx dual registrantIAPD 6951051

Feed of 09/15/2026

Also filed as Danniel Kazi

At current firm

0 y

since May 1, 2026

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lincoln Investment independent RIA current
since May 1, 2026 · Frisco, Tx
Allstate Financial Advisors, LLC BD affiliated
Sep 22, 2023 to May 2, 2024 · Bedford, Tx
Fidelity Personal And Workplace Advisors former
Apr 13, 2022 to Sep 9, 2022 · Westlake, Tx
Cuso Financial Services, L.P. former
Feb 22, 2021 to Feb 11, 2022 · Mckinney, Tx
Gwn Securities Inc. BD affiliated
Oct 26, 2020 to Feb 17, 2021 · Palm Beach Gardens, Fl

Moves

a registration end followed by a registration begin elsewhere

Allstate Financial Advisors, LLC to Lincoln Investment
left May 2, 2024, registered May 1, 2026 (729 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Allstate Financial Advisors, LLC
left Sep 9, 2022, registered Sep 22, 2023 (378 days) · Affiliated broker-dealer or bank to another
Cuso Financial Services, L.P. to Fidelity Personal And Workplace Advisors
left Feb 11, 2022, registered Apr 13, 2022 (61 days) · Affiliated broker-dealer or bank to another
Gwn Securities Inc. to Cuso Financial Services, L.P.
left Feb 17, 2021, registered Feb 22, 2021 (5 days) · Affiliated broker-dealer or bank to another

Signals

Danniel Syed Kazi left Allstate Financial Advisors, Llc for Lincoln Investment (registered 2026-05-01)
May 2, 2024 · Advisor changed firm · fact
Danniel Syed Kazi left Fidelity Personal And Workplace Advisors for Allstate Financial Advisors, Llc (registered 2023-09-22)
Sep 9, 2022 · Advisor changed firm · fact
Danniel Syed Kazi left Cuso Financial Services, L.P. for Fidelity Personal And Workplace Advisors (registered 2022-04-13)
Feb 11, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address