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.

Advisor moves

Departures from Daniel Wealth Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Derek Clifford MyronDaniel Wealth Advisors independent RIACentura Wealth Advisory no RAUMRIA to a newly registered adviserNov 1, 2018Jun 10, 2018
Blake Frederick FeindelDaniel Wealth Advisors independent RIACentura Wealth Advisory no RAUMRIA to a newly registered adviserNov 1, 2018Jun 10, 2018
Mark Steven DossaDaniel Wealth Advisors independent RIAFortitude Wealth Management L.L.C. state registeredRIA to a state-registered adviserJul 9, 2018May 22, 2019 (317 d)
Charles Courtney RogersDaniel Wealth Advisors otherAzimuth Wealth Advisors state registeredOtherDec 31, 2017Oct 20, 2017
Ryan Jeffrey YuhnkeDaniel Wealth Advisors otherSilveroak Investments, LLC independent RIAOtherDec 31, 2017Jan 19, 2024 (2210 d)
Annelizabeth Quadrini RogersDaniel Wealth Advisors otherAzimuth Wealth Advisors state registeredOtherDec 31, 2017Oct 20, 2017
Richard Brooks BrydgesDaniel Wealth Advisors otherBalboa Wealth Partners, Inc. otherOtherDec 4, 2017Dec 4, 2017
Brett James UpperDaniel Wealth Advisors otherAlphacore Capital LLC otherOtherDec 4, 2017Jun 21, 2016
Mario Donato ZitaDaniel Wealth Advisors otherLaguna Wealth Advisors, LLC independent RIAOtherJul 10, 2017Apr 29, 2019 (658 d)
Robert James PattersonDaniel Wealth Advisors otherRj Patterson Group independent RIAOtherOct 19, 2016Mar 24, 2016
Fiel Armando BarrowDaniel Wealth Advisors otherRj Patterson Group independent RIAOtherOct 19, 2016Nov 23, 2016 (35 d)
Bruce Matthew ChuggDaniel Wealth Advisors otherChugg Wealth Strategies, LLC state registeredOtherJul 7, 2016Jul 11, 2016
Anthony Jacob GarciaDaniel Wealth Advisors otherBlue Chip Wealth Management, Inc. no RAUMOtherMay 25, 2016Jan 25, 2016
Constance Letitia MaplesDaniel Wealth Advisors otherLanyon Advisory Services state registeredOtherMar 25, 2016Sep 2, 2025 (3448 d)
Damien William LanyonDaniel Wealth Advisors otherLanyon Advisory Services state registeredOtherMar 25, 2016Jul 6, 2025 (3390 d)
Andrew (Nmn) KaneDaniel Wealth Advisors otherBlue Chip Wealth Management, Inc. no RAUMOtherMar 22, 2016Jan 22, 2016
Isidro Z MiramontesDaniel Wealth Advisors otherMiramontes Capital, LLC no RAUMOtherFeb 26, 2016Aug 5, 2015
Jeffrey Alan GilbertDaniel Wealth Advisors otherBalboa Wealth Partners, Inc. no RAUMOtherFeb 22, 2016Feb 1, 2016
Russell KartubDaniel Wealth Advisors otherInsight Investment Counsel otherOtherDec 31, 2014Jan 12, 2016 (377 d)
Chris Matthew FrantzDaniel Wealth Advisors otherCatalina Capital Group, LLC otherOtherDec 31, 2014Sep 19, 2014
Vanessa L PearsonDaniel Wealth Advisors otherLaurel Wealth Advisors, Inc. otherOtherJun 7, 2013Jun 11, 2013
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21 moves match.