Daniel Earl Meyers

Current Employers

Trufinancial Registered Investment Advisory Services, Inc

San Diego, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-10

CA RA
APPROVED

Since 2026-03-10

Branch Locations

San Diego, CA • 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

Organization	City	State	From	To
Trufinancial Registered Investment Advisory Services, Inc.	San Diego	CA	07/2016	Present
Trufinancial & Insurance Services Inc.	San Diego	CA	07/2016	Present

07/2016 → Present

Trufinancial Registered Investment Advisory Services, Inc.

San Diego, CA
07/2016 → Present

Trufinancial & Insurance Services Inc.

San Diego, CA

Other Businesses

TruFinancial & Insurance Services Inc; Investment-related; San Diego, CA; Insurance, accounting and tax preparation; CEO; Started: 07/28/2016; Approx. 80 hours per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-02
S63	Uniform Securities Agent State Law Examination	2011-05-07

S65 Uniform Investment Adviser Law Examination

2025-10-02
S63 Uniform Securities Agent State Law Examination

2011-05-07