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 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
Anthony Jacob GarciaPlatinum Wealth Partners otherDaniel Wealth Advisors otherOtherNov 19, 2015Sep 23, 2015
Andrew (Nmn) KanePlatinum Wealth Partners otherDaniel Wealth Advisors otherOtherNov 19, 2015Sep 23, 2015
Isidro Z MiramontesUBS Financial Services Inc. wirehouseDaniel Wealth Advisors otherOtherJul 28, 2015Jul 20, 2015
Ryan Jeffrey YuhnkeMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherJul 13, 2015Jun 26, 2015
Constance Letitia MaplesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDaniel Wealth Advisors otherOtherJul 8, 2015Jul 7, 2015
Charles Courtney RogersMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherFeb 27, 2015Feb 13, 2015
Annelizabeth Quadrini RogersMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherFeb 27, 2015Feb 13, 2015
Mario Donato ZitaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDaniel Wealth Advisors otherOtherJul 30, 2014Oct 9, 2014 (71 d)
Derek Clifford MyronCentara Capital Management Group, Inc. otherDaniel Wealth Advisors otherOtherJun 30, 2014Mar 2, 2015 (245 d)
Robert James PattersonMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherApr 3, 2014Mar 20, 2014
Jeffrey Alan GilbertMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherMar 19, 2014Nov 12, 2015 (603 d)
Mark Steven DossaCentara Capital Management Group, Inc. otherDaniel Wealth Advisors otherOtherDec 2, 2013Dec 2, 2013
Blake Frederick FeindelCentara Capital Management Group, Inc. otherDaniel Wealth Advisors otherOtherDec 2, 2013Dec 2, 2013
Bruce Matthew ChuggPrincipal Securities, Inc. otherDaniel Wealth Advisors otherOtherOct 14, 2013Oct 17, 2013
Vanessa L PearsonMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherApr 12, 2013Mar 28, 2013
Chris Matthew FrantzMorgan Stanley wirehouseDaniel Wealth Advisors otherOtherNov 15, 2012Nov 5, 2012
Damien William LanyonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDaniel Wealth Advisors otherOtherAug 13, 2012Oct 3, 2012 (51 d)
Richard Brooks BrydgesJ.P. Morgan Private Wealth Advisors LLC otherDaniel Wealth Advisors otherOtherApr 16, 2012Jun 27, 2013 (437 d)
Page 1 of 1
18 moves match.