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RIA / WealthAdvisor11 years in industry

DANIEL SCOTT LIBSTORFF

Advisor at UNITED ADVISOR GROUP

CINCINNATI, OH | Morrow, OH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITED ADVISOR GROUP
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: Mar 4, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 4, 2015
First registration: Mar 5, 2015
Dual registered: no
Other names: DANIEL S. LIBSTORFF
IAPD individual key: 6347838

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED ADVISOR GROUP	Independent wealth	Oct 27, 2023	n/a	yes	Morrow, OH\|CINCINNATI, OH	Current employment
SUNSET WEALTH MANAGEMENT	n/a	Jun 10, 2019	Aug 6, 2024	no	MORROW, OH	Previous registration
CAPITAL PORTFOLIO ADVISORS, INC.	Former SEC adviser	Dec 23, 2016	Nov 22, 2019	no	CENTERVILLE, OH	Previous registration
SUNSET WEALTH MANAGEMENT	n/a	Aug 11, 2015	Dec 15, 2016	no	MAINEVILLE, OH	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Mar 5, 2015	Jul 9, 2015	no	MASON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUNSET WEALTH MANAGEMENT	UNITED ADVISOR GROUP	Aug 6, 2024	Oct 27, 2023	-284	Firm change after gap	Other
CAPITAL PORTFOLIO ADVISORS, INC.	SUNSET WEALTH MANAGEMENT	Nov 22, 2019	Jun 10, 2019	-165	Firm change after gap	Other
SUNSET WEALTH MANAGEMENT	CAPITAL PORTFOLIO ADVISORS, INC.	Dec 15, 2016	Dec 23, 2016	8	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	SUNSET WEALTH MANAGEMENT	Jul 9, 2015	Aug 11, 2015	33	Firm change	Other

Relationships

Registered with (4)

→ UNITED ADVISOR GROUPRegistered adviserregistration: current employment
Oct 27, 2023 to presentfactForm ADV
→ SUNSET WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 10, 2019 to Aug 6, 2024factForm ADV
→ CAPITAL PORTFOLIO ADVISORS, INC.Registered adviserregistration: previous registration
Dec 23, 2016 to Nov 22, 2019factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Mar 5, 2015 to Jul 9, 2015factForm ADV

Dated events

Occurred
Aug 6, 2024
Advisor changed firm
Daniel Scott Libstorff left Sunset Wealth Management for United Advisor Group (registered 2023-10-27)
Form ADVobserved 4 days ago