Ryan Patrick Daniels

Employer firm

Invicta Financial Group CRD 288008

$371M regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• FINANCIAL ADVISORY SERVICES VIA SELECTION OF OTHER ADVISERS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 06/2017
  In N Out Burger
  San Diego, CA
• 05/2020 → 08/2025
  Bdt & Associates, Inc.
  Yuma, AZ
• 09/2015 → 05/2017
  Footlocker
  San Diego, CA
• 06/2017 → 08/2017
  N/A
  San Diego, CA
• 08/2017 → 12/2019
  Point Park University
  Pittsburgh, PA
• 01/2018 → 12/2018
  William Penn Valet
  Pittsburgh, PA
• 12/2018 → 05/2020
  Pittsburgh Valet
  Pittsburgh, PA
• 08/2025 → Present
  Bdt & Associates, Inc.
  Yuma, AZ

Other Businesses

Ryan P. Daniels is a licensed insurance agent of Ryan P. Daniels, Sole Proprietor since August 2023. He is an independent insurance agent that does not sell P&C, health, and life insurance. He does not offer clients advice or products for this activity. He receives no compensation for this activity and spends approximately 1 hour per month on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-22