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

ADVICE AND PLANNING SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

Exams

S63

First exam

Nov 10, 2022

First registration

Sep 7, 2022

Dual registered

yes, broker-dealer

Other names

DANIEL ALFRED BUTTERLY|DANIEL BUTTERLY

IAPD individual key

6066505

• Occurred

  Jun 24, 2026
  Advisor changed firm

  Daniel Alfred Butterly left Rbc Rochdale, Llc for Advice And Planning Services (registered 2026-06-30)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f836eb07-b4c2-bf1d-15a4-baa9d7a781bd

First observed

Sep 7, 2022

Last observed

Sep 14, 2026 4 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.