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Kevin D Daniel

Daniel Financial Group, Inc.

Little Rock, AR

Insight Folios

Little Rock, AR

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Current Employers
Daniel Financial Group, Inc.

650 S. Shackleford Ste 400L, Little Rock, AR 72211 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-12-02
FL RA APPROVED 2025-12-02
TX RA APPROVED 2016-06-24
  • AR RA
    APPROVED
    Since 2025-12-02
  • FL RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2016-06-24

Branch Locations

650 S. Shackleford Ste 400L, Little Rock, AR 72211 • United States

Insight Folios

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-12-02
TX RA APPROVED 2025-09-23
  • AR RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-09-23

Branch Locations

650 S Shackleford Suite 400L, Little Rock, AR 72211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daniel Financial Group, Inc. Little Rock AR 08/2009 Present
Insight Folios, Inc. Charlotte NC 09/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-21
  • S65 Uniform Investment Adviser Law Examination
    2010-05-21

View on SEC IAPD

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