Daniel Cook Guy

Current Employers

Ethos Financial Group, Llc

2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-07-08

PA RA
APPROVED

Since 2022-07-08

Branch Locations

2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • 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

Organization	City	State	From	To
Almanack Investment Partners	Wayne	PA	03/2016	06/2022
Ethos Financial Group, Llc	King Of Prussia	PA	06/2022	Present

03/2016 → 06/2022

Almanack Investment Partners

Wayne, PA
06/2022 → Present

Ethos Financial Group, Llc

King Of Prussia, PA

Previous Registrations

2016-04-01 → 2022-06-17

Almanack Investment Partners

Newtown Square, PA

Newtown Square, PA
2015-04-29 → 2016-03-31

Spire Wealth Management, Llc

Narberth, PA
2014-08-19 → 2015-04-27

Forefront Analytics, Llc

W. Conshohocken, PA

Other Businesses

1) TCIS, LLC; Manager; Asset ownership and online hobby shot; not financial industry related; Berwyn, PA; Manage finances and mailing; < 2 hours per month outside of trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-19

S65 Uniform Investment Adviser Law Examination

2014-08-19

Designations

View on SEC IAPD

Current Employers

Ethos Financial Group, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews