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

VOISARD ASSET MANAGEMENT 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

Nov 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

Oct 12, 2017

Dual registered

no

Other names

DAN CURTIS HAINES

IAPD individual key

6868330

• Occurred

  Sep 18, 2024
  Advisor changed firm

  Daniel Curtis Haines left Summitview Advisors for Voisard Asset Management Group (registered 2024-08-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:992bdc72-761c-fa97-168a-7a51eb1b51f7

First observed

Oct 12, 2017

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.