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RIA / WealthAdvisor24 years in industry

GREGORY DANIEL VAN WYK

Advisor at DANIEL INVESTMENT ASSOCIATES, LLC

Santa Barbara, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2002 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: DANIEL INVESTMENT ASSOCIATES, 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 29, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Aug 29, 2002
First registration: Oct 31, 2002
Dual registered: no
Other names: GREGORY DANIEL VAN WYK
IAPD individual key: 4603281

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
DANIEL INVESTMENT ASSOCIATES, LLC	Independent wealth	May 24, 2011	n/a	yes	Santa Barbara, CA	Current employment
KOBO WEALTH CONSERVANCY	Former SEC adviser	Mar 20, 2015	Mar 31, 2020	no	SANTA BARBARA, CA\|HONOLULU, HI	Previous registration
FIDUCIARY INVESTMENT COUNCIL, LLC	Former SEC adviser	Nov 14, 2012	Jun 1, 2015	no	SANTA BARBARA, CA	Previous registration
PACIFIC POINTE ADVISORS LLC	Former SEC adviser	Aug 20, 2009	Mar 29, 2011	no	SANTA BARBARA, CA	Previous registration
MANCHESTER CAPITAL MANAGEMENT LLC	Independent wealth	Jan 17, 2003	Sep 24, 2009	no	MONTECITO, CA	Previous registration
MANCHESTER CAPITAL MANAGEMENT LLC	Independent wealth	Oct 31, 2002	Dec 31, 2002	no	MONTECITO, CA	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
KOBO WEALTH CONSERVANCY	n/a	Mar 31, 2020	n/a	n/a	Departure no registered destination	Departure
FIDUCIARY INVESTMENT COUNCIL, LLC	KOBO WEALTH CONSERVANCY	Jun 1, 2015	Mar 20, 2015	-73	Firm change after gap	Other
PACIFIC POINTE ADVISORS LLC	DANIEL INVESTMENT ASSOCIATES, LLC	Mar 29, 2011	May 24, 2011	56	Firm change	Other
MANCHESTER CAPITAL MANAGEMENT LLC	PACIFIC POINTE ADVISORS LLC	Sep 24, 2009	Aug 20, 2009	-35	Firm change after gap	Other

Relationships

Registered with (5)

→ DANIEL INVESTMENT ASSOCIATES, LLCRegistered adviserregistration: current employment
May 24, 2011 to presentfactForm ADV
→ KOBO WEALTH CONSERVANCYRegistered adviserregistration: previous registration
Mar 20, 2015 to Mar 31, 2020factForm ADV
→ FIDUCIARY INVESTMENT COUNCIL, LLCRegistered adviserregistration: previous registration
Nov 14, 2012 to Jun 1, 2015factForm ADV
→ PACIFIC POINTE ADVISORS LLCRegistered adviserregistration: previous registration
Aug 20, 2009 to Mar 29, 2011factForm ADV
→ MANCHESTER CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 17, 2003 to Sep 24, 2009factForm ADV

Dated events

No dated event names this entity yet.