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RIA / WealthAdvisor39 years in industry

SHARON ANNE DANIELS

Advisor at SLATESTONE WEALTH LLC

JUPITER, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 22, 2003 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: SLATESTONE WEALTH 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: Mar 6, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 6, 1987
First registration: Oct 22, 2003
Dual registered: no
Other names: SHERRI HUNE|SHERRI PARKER|SHARON A PARKER|SHARON HUNE|SHARON ANNE PARKER|SHARON ANNE PARKER|Sherri Daniels|Sherri A. Daniels
IAPD individual key: 1242783

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
SLATESTONE WEALTH LLC	Independent wealth	Apr 14, 2017	n/a	yes	JUPITER, FL	Current employment
SLATESTONE PRIVATE CLIENT	Former SEC adviser	Jun 20, 2019	Mar 26, 2020	no	JUPITER, FL	Previous registration
SVB WEALTH	Independent wealth	Jan 27, 2015	Dec 7, 2015	no	PALM BEACH GARDENS, FL	Previous registration
BANYAN PARTNERS, LLC	Former SEC adviser	Apr 18, 2011	Nov 26, 2014	no	PALM BEACH GARDENS, FL	Previous registration
15430 ENDEAVOUR DRIVE, INC.	n/a	Aug 20, 2004	Feb 9, 2011	no	PALM BEACH GARDENS, FL	Previous registration
15430 ENDEAVOUR DRIVE, INC.	n/a	Oct 22, 2003	Mar 16, 2004	no	PALM BEACH GARDENS, FL	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
SLATESTONE PRIVATE CLIENT	n/a	Mar 26, 2020	n/a	n/a	Departure no registered destination	Departure
SVB WEALTH	SLATESTONE WEALTH LLC	Dec 7, 2015	Apr 14, 2017	494	Firm change after gap	Other
BANYAN PARTNERS, LLC	SVB WEALTH	Nov 26, 2014	Jan 27, 2015	62	Bulk transfer	Other
15430 ENDEAVOUR DRIVE, INC.	BANYAN PARTNERS, LLC	Feb 9, 2011	Apr 18, 2011	68	Firm change	Other

Relationships

Registered with (5)

→ SLATESTONE WEALTH LLCRegistered adviserregistration: current employment
Apr 14, 2017 to presentfactForm ADV
→ SLATESTONE PRIVATE CLIENTRegistered adviserregistration: previous registration
Jun 20, 2019 to Mar 26, 2020factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jan 27, 2015 to Dec 7, 2015factForm ADV
→ BANYAN PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 18, 2011 to Nov 26, 2014factForm ADV
→ 15430 ENDEAVOUR DRIVE, INC.Registered adviserregistration: previous registration
Aug 20, 2004 to Feb 9, 2011factForm ADV

Dated events

No dated event names this entity yet.