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

CREDIT UNION INVESTMENT SERVICES

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 12, 2025

First registration

Oct 8, 2025

Dual registered

yes, broker-dealer

Other names

Megan Daniel

IAPD individual key

8154551

• Occurred

  Oct 29, 2025
  Advisor changed firm

  Megan Elena Daniel left Equitable Advisors, Llc for Credit Union Investment Services (registered 2025-11-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1e70273-daba-4c2a-2c95-38f3939eaf50

First observed

Oct 8, 2025

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.