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

AIRE ADVISORS, 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 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom 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|S66

First exam

Sep 11, 2019

First registration

Mar 5, 2021

Dual registered

no

Other names

Daniel P Ebert|Daniel Patterson Ebert

IAPD individual key

6975074

• Occurred

  Dec 26, 2025
  Advisor changed firm

  Daniel P Ebert left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Aire Advisors, Llc (registered 2026-01-09)

  Form ADVobserved 5 days ago
• Occurred

  Aug 30, 2022
  Advisor changed firm

  Daniel P Ebert left Equitable Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-08-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bd7e2cca-eaa1-2ea5-ad9a-c74e5d50f9b0

First observed

Mar 5, 2021

Last observed

Sep 15, 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.