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

William Lee Daniel

Osaic Wealth, Inc.BD affiliatedOklahoma City, Okdual registrantIAPD 802333

Feed of 09/14/2026

Also filed as Bill Daniel

At current firm

1 y

since May 19, 2025

In the industry

34 y

since May 29, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Osaic Wealth, Inc. BD affiliated current
since May 19, 2025 · Oklahoma City, Ok
Grove Point Advisors, LLC former
Apr 1, 2021 to Apr 29, 2025 · Rockville, Md
H. Beck, Inc. former
Feb 14, 2007 to Apr 1, 2021 · Rockville, Md
Hornor, Townsend & Kent, LLC independent RIA
Nov 9, 2001 to Nov 2, 2005 · Oklahoma City, Ok

Moves

a registration end followed by a registration begin elsewhere

Grove Point Advisors, LLC to Osaic Wealth, Inc.
left Apr 29, 2025, registered May 19, 2025 (20 days) · Affiliated broker-dealer or bank to another
H. Beck, Inc. to Grove Point Advisors, LLC
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
Hornor, Townsend & Kent, LLC to H. Beck, Inc.
left Nov 2, 2005, registered Feb 14, 2007 (469 days) · Other

Signals

William Lee Daniel left Grove Point Advisors, Llc for Osaic Wealth, Inc. (registered 2025-05-19)
Apr 29, 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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address