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

HEARTHSTONE FINANCIAL GROUP

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Oct 13, 2017

First registration

Aug 23, 2021

Dual registered

yes, broker-dealer

Other names

Ryan Lee Daniels

IAPD individual key

6785355

• Occurred

  Jul 7, 2026
  Advisor changed firm

  Ryan Daniels left Primerica Advisors for Hearthstone Financial Group (registered 2026-06-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bea5db49-c705-b736-628f-936bfc616958

First observed

Aug 23, 2021

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.