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RIA / WealthAdvisor28 years in industry

STEVEN RICHARD DANIELS

Advisor at EUDAIMON WEALTH MANAGEMENT

MT. CRESTED BUTTE, CO

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Search this name across graphsid dfx:ria:e6251667-c353-b3b3-383e-03d71cd4b5f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2000 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: EUDAIMON WEALTH MANAGEMENT
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: Sep 10, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 10, 1998
First registration: Jun 23, 2000
Dual registered: no
Other names: STEVENS RICHARD DANIELS|STEVENS RICHARD DANIELS
IAPD individual key: 3091518

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
EUDAIMON WEALTH MANAGEMENT	State registered	Feb 20, 2025	n/a	yes	MT. CRESTED BUTTE, CO	Current employment
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	Oct 22, 2013	Jun 5, 2020	no	SOLANA BEACH, CA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jul 3, 2008	Sep 26, 2013	no	SANTA BARBARA, CA	Previous registration
MERCER ADVISORS	n/a	Jun 23, 2000	Jun 30, 2008	no	SANTA BARBARA, 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
LAUREL WEALTH ADVISORS, INC.	EUDAIMON WEALTH MANAGEMENT	Jun 5, 2020	Feb 20, 2025	1,721	Firm change after gap	RIA to state RIA
MERCER GLOBAL ADVISORS INC.	LAUREL WEALTH ADVISORS, INC.	Sep 26, 2013	Oct 22, 2013	26	Firm change	Other
MERCER ADVISORS	MERCER GLOBAL ADVISORS INC.	Jun 30, 2008	Jul 3, 2008	3	Bulk transfer	Other

Relationships

Registered with (4)

→ EUDAIMON WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 20, 2025 to presentfactForm ADV
→ LAUREL WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 22, 2013 to Jun 5, 2020factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jul 3, 2008 to Sep 26, 2013factForm ADV
→ MERCER ADVISORSRegistered adviserregistration: previous registration
Jun 23, 2000 to Jun 30, 2008factForm ADV

Dated events

No dated event names this entity yet.