DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kirk Jay Daniels
Feed of 09/14/2026
At current firm
15 y
since Feb 15, 2011
In the industry
34 y
since Nov 6, 1991 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Feb 15, 2011 · Kokomo, In
- Cambridge Investment Research Advisors, Inc. BD affiliatedMar 2, 2010 to Mar 3, 2011 · Kokomo, In
- Gunnallen Financial, Inc unclassifiedFeb 22, 2007 to Mar 9, 2010 · Kokomo, In
- Questar Asset Management, Inc. formerFeb 25, 2005 to Feb 21, 2007 · Kokomo, In
- Questar Capital Corporation unclassifiedJan 26, 2005 to Dec 31, 2005 · Kokomo, In
- Planned Investment Co., Inc. unclassifiedFeb 4, 2003 to Nov 4, 2003 · Kokomo, In
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Ausdal Financial Partners, Inc.left Mar 3, 2011, registered Feb 15, 2011 (-16 days) · Other
- Gunnallen Financial, Inc to Cambridge Investment Research Advisors, Inc.left Mar 9, 2010, registered Mar 2, 2010 (-7 days) · Other
- Questar Asset Management, Inc. to Gunnallen Financial, Incleft Feb 21, 2007, registered Feb 22, 2007 (1 days) · Other
- Questar Capital Corporation to Questar Asset Management, Inc.left Dec 31, 2005, registered Feb 25, 2005 (-309 days) · corporate re-registration, not a move
- Planned Investment Co., Inc. to Questar Capital Corporationleft Nov 4, 2003, registered Jan 26, 2005 (449 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address