Aaron Joseph Daines
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- CaptrustFeb 2025 to now
- Capfinancial Partners LLC (captrust)Jan 2025 to now
- Stonecreek LandscapingMay 2024 to Nov 2024
- Arch City Tax Services LLCJan 2024 to Apr 2024
- Spire OutsourcingOct 2023 to Dec 2024
- Amplified PlanningJun 2023 to Jul 2023
- Grit MarketingApr 2022 to Aug 2022
- Grit MarketingApr 2021 to Aug 2021
- Brigham Young University - IdahoOct 2020 to Dec 2024
- AmazonOct 2020 to Dec 2020
- The Church of Jesus Christ of Latter-day SaintsOct 2018 to Sep 2020
- Grow ConstructionJul 2018 to Sep 2018
- Conestoga Recreation and Aquatic CenterOct 2017 to Jun 2018
- Grow ConstructionJun 2017 to Aug 2017
- Aloha High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Captrust
Legal name: Capfinancial Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7820287
- 175112