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Daniel Enrique Tapia

Kintra Wealth, LLC

Austin, TX

Williamsport, PA

CRD 2219749

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Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-27
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

248 Addie Roy Road Suite C-103, Austin, TX 78746 • United States

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Austin TX 08/2016 03/2022
Rembrandt Financial Group Llc Austin TX 02/2022 Present
Kintra Wealth, Llc Austin TX 03/2026 Present
Previous Registrations
Other Businesses

CarVespa Tulum-owner of a car and scooter rental business in Tulum Mexico. Selva Tapia-owner of A company which serves as a holding entity in Mexico for various properties and business interests. Selva Tapia Owns a house in Tulum as well as the shares of a residential development project in Tulum. BalamKú USA, LLC- part owner with over 50% ownership. The retreat on the hill-19% owner. It is a glamping resort in Cottonwood Shores TX.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-29
S63 Uniform Securities Agent State Law Examination 1992-06-11
  • S65 Uniform Investment Adviser Law Examination
    1999-03-29
  • S63 Uniform Securities Agent State Law Examination
    1992-06-11
Designations
  • Certified Financial Planner
Other Names
  • Daniel Tapia

View on SEC IAPD

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