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Kristiana Joy Daniels

Fiduciary Financial Advisors

North Charleston, SC

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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-09
SC RA APPROVED 2024-10-09
  • TX RA
    APPROVED
    Since 2025-06-09
  • SC RA
    APPROVED
    Since 2024-10-09

Branch Locations

North Charleston, SC • 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
Summit Wealth Partners, Llc Naples FL 06/2016 10/2024
Fiduciary Financial Advisors Grand Rapids MI 10/2024 Present
Previous Registrations
  • 2016-06-20 → 2024-10-09
    Summit Wealth Partners, Llc
    Naples, FL
    Orlando, FL
  • 2016-01-20 → 2016-08-19
    Summit Wealth Partners, Llc
    Naples, FL
    Orlando, FL
Other Businesses

Ms. Daniels has no applicable outside business activities. Fiduciary Tax Planning, LLC: tax planning and preparation. Insurance Licensed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-15
  • S65 Uniform Investment Adviser Law Examination
    2015-12-15
Designations
Other Names
  • Kristiana Joy Griffith

View on SEC IAPD

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