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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

DANIEL COOK GUY

Advisor at ETHOS FINANCIAL GROUP, LLC

KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:57a87bfa-7f64-0bb5-587f-34bb045f134c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2014 to Sep 14, 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: ETHOS FINANCIAL GROUP, 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: Aug 19, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Aug 19, 2014
First registration: Aug 19, 2014
Dual registered: no
IAPD individual key: 6369748

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
ETHOS FINANCIAL GROUP, LLC	Independent wealth	Jul 8, 2022	n/a	yes	KING OF PRUSSIA, PA	Current employment
ALMANACK INVESTMENT PARTNERS	Independent wealth	Apr 1, 2016	Jun 17, 2022	no	NEWTOWN SQUARE, PA\|NEWTOWN SQUARE, PA	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Apr 29, 2015	Mar 31, 2016	no	NARBERTH, PA	Previous registration
FOREFRONT ANALYTICS, LLC	Mixed wealth	Aug 19, 2014	Apr 27, 2015	no	W. CONSHOHOCKEN, PA	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
ALMANACK INVESTMENT PARTNERS	ETHOS FINANCIAL GROUP, LLC	Jun 17, 2022	Jul 8, 2022	21	Firm change	RIA to new firm
SPIRE WEALTH MANAGEMENT, LLC	ALMANACK INVESTMENT PARTNERS	Mar 31, 2016	Apr 1, 2016	1	Firm change	Other
FOREFRONT ANALYTICS, LLC	SPIRE WEALTH MANAGEMENT, LLC	Apr 27, 2015	Apr 29, 2015	2	Firm change	Other

Relationships

Registered with (4)

→ ETHOS FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jul 8, 2022 to presentfactForm ADV
→ ALMANACK INVESTMENT PARTNERSRegistered adviserregistration: previous registration
Apr 1, 2016 to Jun 17, 2022factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 29, 2015 to Mar 31, 2016factForm ADV
→ FOREFRONT ANALYTICS, LLCRegistered adviserregistration: previous registration
Aug 19, 2014 to Apr 27, 2015factForm ADV

Dated events

Occurred
Jun 17, 2022
Advisor changed firm
Daniel Cook Guy left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-07-08)
Form ADVobserved 4 days ago