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Inactive

Steven Richard Daniels

Eudaimon Wealth Management

Mt. Crested Butte, CO

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Current Employers
Eudaimon Wealth Management

Mt. Crested Butte, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-20
CO RA APPROVED 2025-02-20
  • CA RA
    APPROVED
    Since 2025-02-20
  • CO RA
    APPROVED
    Since 2025-02-20

Branch Locations

Mt. Crested Butte, CO • 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
Laurel Wealth Advisors, Inc. La Jolla CA 10/2013 Present
Eudaimon Wealth Management Santa Barbara CA 01/2020 Present
Previous Registrations
  • 2013-10-22 → 2020-06-05
    Laurel Wealth Advisors, Inc.
    Solana Beach, CA
  • 2008-07-03 → 2013-09-26
    Mercer Global Advisors Inc.
    Santa Barbara, CA
  • 2000-06-23 → 2008-06-30
    Mercer Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-10
S65 Uniform Investment Adviser Law Examination 1998-09-10
  • S63 Uniform Securities Agent State Law Examination
    1998-09-10
  • S65 Uniform Investment Adviser Law Examination
    1998-09-10
Other Names
  • Stevens Richard Daniels
  • Stevens Richard Daniels

View on SEC IAPD

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