This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Jan 12, 2018

First registration

Jan 12, 2018

Dual registered

no

Other names

HUNTER P DANIEL

IAPD individual key

6377492

• Occurred

  Apr 21, 2026
  Advisor changed firm

  Hunter Pearson Daniel left Morton Wealth for Intelligence Driven Advisers, Llc (registered 2026-05-14)

  Form ADVobserved 6 days ago
• Occurred

  Jul 5, 2022
  Advisor changed firm

  Hunter Pearson Daniel left Dowling & Yahnke, Llc for Morton Wealth (registered 2022-07-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:022db0cd-2d1f-2674-244c-ac3356441f1f

First observed

Jan 12, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.