Daniel L. Cuprill

MONEY & CLARITY

Cincinnati, OH 45241

Some features on this profile are disabled

CRD#: 2323899

Professional summary

Daniel Lawrence Cuprill, CFP® is a registered financial advisor currently at MONEY & CLARITY located in Cincinnati, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Daniel has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MR. CUPRILL IS SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. MR. CUPRILL FORMED A COMPANY CALLED ADVISOR ARCHITECT, LLC, WHICH IS A BUSINESS COACHING COMPANY FOR FINANCIAL ADVISORS. MR.CUPRILL SPENDS APPROXIMATELY 20% OF HIS TIME IN CONNECTION WITH THESE OUTSIDE BUSINESS ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lawrence Cuprill's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

February 13, 2015 - Present

MONEY & CLARITY

Office #1: 100 E-business Way Suite 380, Cincinnati, OH 45241Office #2: 7361 East Kemper Road, Cincinnati, OH 45249

RIA

CRD#: 166461

Cincinnati, OH

Past

March 13, 2015 - May 7, 2018

MPM WEALTH ADVISORS

RIA

CRD#: 104926

CINCINNATI, OH

Past

April 14, 2014 - October 31, 2014

ZIMMER/CUPRILL WEALTH COACHING

RIA

CRD#: 170964

CINCINNATI, OH

Past

January 5, 2013 - December 31, 2023

MONEY & CLARITY

RIA

CRD#: 166461

CINCINNATI, OH

Past

February 3, 2003 - June 14, 2013

MATSON & CUPRILL, LLC

RIA

CRD#: 119122

CINCINNATI, OH

Past

May 6, 1994 - December 31, 1998

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/11/2024)

IAR

Florida
(2/13/2015)

IAR

Georgia
(5/31/2024)

IAR

Kansas
(1/1/2024)

IAR

Kentucky
(2/6/2024)

IAR

Missouri
(2/7/2024)

IAR

Ohio
(1/10/2024)

IAR

South Carolina
(1/19/2024)

IAR

Texas
(1/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/24/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/25/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/4/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MONEY & CLARITY

CUPRILL WEALTH COACHING, LLC | MONEY & CLARITY | MATSON & CUPRILL

CRD#: 166461 / SEC#:

California

Registered Investment Advisory firm - (1/11/2024 Approved)

Florida

Registered Investment Advisory firm - (2/13/2015 Approved)

Georgia

Registered Investment Advisory firm - (5/31/2024 Approved)

Kansas

Registered Investment Advisory firm - (1/1/2024 Approved)

Kentucky

Registered Investment Advisory firm - (2/6/2024 Approved)

Missouri

Registered Investment Advisory firm - (2/7/2024 Approved)

Ohio

Registered Investment Advisory firm - (1/9/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/31/2023 Failure to Renew)

South Carolina

Registered Investment Advisory firm - (9/26/2023 Approved)

Tennessee

Registered Investment Advisory firm - (10/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/10/2024 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 E-business Way Suite 380, Cincinnati, OH 45241

Mailing Address

Phone number

(513) 563-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel L. Cuprill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lawrence Cuprill's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY & CLARITY

MPM WEALTH ADVISORS

ZIMMER/CUPRILL WEALTH COACHING

MONEY & CLARITY

MATSON & CUPRILL, LLC

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/1993

Series 7

Date: 9/25/1996

Series 6

Date: 5/4/1994

Current Firm

MONEY & CLARITY

Contact information

Documents

Red Flags

Company Information

MONEY & CLARITY

TRUST BUT VERIFY

Similar Advisors