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

ANDERSEN

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

Nov 11, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Nov 11, 1994

First registration

Dec 22, 2020

Dual registered

no

Other names

DANIEL GOLDSTEIN

IAPD individual key

2564340

• Occurred

  May 18, 2022
  Advisor changed firm

  Daniel Michael Goldstein left Capital One Investing, Inc. for Andersen (registered 2024-08-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bad44fd-3d3c-9f79-0f85-534d46f5c9f4

First observed

Dec 22, 2020

Last observed

Sep 14, 2026 5 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.