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

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

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

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 12, 2024

First registration

Feb 12, 2024

Dual registered

yes, broker-dealer

Other names

Daniel James Huston

IAPD individual key

6969580

• Occurred

  Sep 3, 2025
  Advisor changed firm

  Daniel Huston left Ieq Capital, Llc for Charles Schwab & Co., Inc. (registered 2026-01-15)

  Form ADVobserved 6 days ago
• Occurred

  Jun 10, 2025
  Advisor changed firm

  Daniel Huston left Chequers Financial Management Llc for Ieq Capital, Llc (registered 2025-06-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1055b9f5-20a4-dc75-482a-a7db6c7286e4

First observed

Feb 12, 2024

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.