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

Arrivals at Dana Investment Advisors Inc

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
Daniel Brook WanzenbergMoody Aldrich Partners, LLC mixed wealthDana Investment Advisors Inc mixed wealthRIA to RIAApr 17, 2026May 21, 2026 (34 d)
Daniel Glenn SieversSawbill Capital LLC unclassifiedDana Investment Advisors Inc mixed wealthOtherDec 26, 2025Jan 5, 2026
James Charles JanikowskiLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 6, 2022Jun 1, 2022
Thomas J WickmanLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 3, 2022Jun 1, 2022
Garrett Joseph BrigmanLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 3, 2022Jun 1, 2022
Jeffry J BrigmanLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 3, 2022Jun 1, 2022
Shane David MorrisPrimerica Advisors national BDDana Investment Advisors Inc mixed wealthAffiliated broker-dealer or bank to independent RIADec 17, 2021Oct 7, 2022 (294 d)
Mikhail I AlkhazovZiegler Capital Management, LLC mixed wealthDana Investment Advisors Inc mixed wealthRIA to RIAJun 23, 2020Jan 5, 2026 (2022 d)
Rocco Joseph FiordelisiWells Fargo Advisors wirehouseDana Investment Advisors Inc otherOtherJul 23, 2013Mar 6, 2015 (591 d)
Duane Rudolph RobertsCimarron Asset Management, LLC unclassifiedDana Investment Advisors Inc otherOtherJun 5, 2009Nov 10, 2009 (158 d)
Noaman A.Q. ShariefSovereign Advisers unclassifiedDana Investment Advisors Inc otherOtherFeb 3, 2009May 21, 2009 (107 d)
Sean Andrew McleodM&I Investment Management Corp. otherDana Investment Advisors Inc mixed wealthOtherApr 27, 2004Nov 30, 2021 (6426 d)
Gregory Alan DahlmanMorgan Dempsey Capital Management LLC otherDana Investment Advisors Inc otherOtherJul 16, 2002Nov 17, 2009 (2681 d)
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13 moves match.