Ryan Daniels

Current Employers

Employment History

• 02/2017 → 06/2026
  Primerica Advisors/Pfs Investments, Inc.
  Ephrata, PA
• 06/2009 → 03/2018
  United States Army
  Fort Eustis, VA
• 10/2019 → Present
  Rfinances, Llc
  Ephrata, PA
• 05/2026 → Present
  Hearthstone Financial Group, Llc
  Ephrata, PA
• 07/2026 → Present
  The Leaders Group, Inc Dba Simplicity Investments
  Summit, NJ

Previous Registrations

• 2021-08-23 → 2026-07-07
  Pfs Investments Inc.
  Williamsburg, VA
  York, PA
  Ephrata, PA
  Wernersville, PA

Other Businesses

1.) Insurance agent 2.) RFINANCES, LLC - 10/22/2019 - 55 New Street, Suite G2, Ephrata, PA 17522 - Managing Member, Provide shared resources for RIA and BD business activity., Not Invt Rel, Entity for Managing Shared Expenses for RIA and BD, 4 hrs/mo; 0 hrs/mo (during trading hours). 3.) COVENANT ORTHODOX PRESBYTERIAN - 5/1/2026 - 1201 Yerger Blvd, Sinking Spring, PA 19608 - Treasurer, Bookkeeping, Pay Bills, Provide Reports to Trustees. All financial decisions are at the discretion of the church trustees. Treasurer is only responsible for paying the bills authorized by the trustees., Not Invt Rel, Church, 5 hrs/mo; 0 hrs/mo (during trading hours). 4.) Book - 6/15/2021 - 17 Slater Drive, Wernersville, PA 19565 - Author, Personal Finance Education Author, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-05
• S63 Uniform Securities Agent State Law Examination
  2017-10-13

Other Names

• Ryan Lee Daniels