Daniel S. Ure

HONOR WEALTH MANAGEMENT

TOMBALL, TX 77377

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CRD#: 5870484

Professional summary

Daniel Spencer Ure, who also goes by Daniel Ure, is a registered financial advisor currently at HONOR WEALTH MANAGEMENT, LLC located in Tomball, Texas and GRADIENT SECURITIES, LLC located in Tomball, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Daniel has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Ure

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Spencer Ure'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®

None

Experience

Current

August 10, 2025 - Present

HONOR WEALTH MANAGEMENT, LLC

Office #1: 18702 Fm 2920, Tomball, TX 77377

RIA

CRD#: 336450

TOMBALL, TX

Current

April 3, 2025 - Present

GRADIENT SECURITIES, LLC

Office #1: 18702 Fm 2920, Tomball, TX 77377

RIA

CRD#: 127701

Tomball, TX

Past

April 3, 2025 - December 10, 2025

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

Tomball, TX

Past

January 19, 2023 - April 2, 2025

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

TOMBALL, TX

Past

January 19, 2023 - April 2, 2025

CENTAURUS FINANCIAL, INC.

CRD#: 30833

TOMBALL, TX

Past

October 16, 2017 - January 20, 2023

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Tomball, TX

Past

October 16, 2017 - January 20, 2023

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Tomball, TX

Past

May 28, 2013 - October 18, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

TOMBALL, TX

Past

March 10, 2011 - October 18, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

TOMBALL, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(4/3/2025)

Florida
(4/3/2025)

Illinois
(4/3/2025)

Louisiana
(4/3/2025)

Maryland
(4/3/2025)

Mississippi
(12/23/2025)

Missouri
(4/3/2025)

Oklahoma
(4/3/2025)

Tennessee
(11/13/2025)

Texas
(4/3/2025)

IAR

Texas
(8/10/2025)

Utah
(4/3/2025)

Wisconsin
(4/3/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/23/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/28/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/21/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HONOR WEALTH MANAGEMENT, LLC

CRD#: 336450 / SEC#:

Louisiana

Registered Investment Advisory firm - (9/2/2025 Approved)

Texas

Registered Investment Advisory firm - (8/10/2025 Approved)

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Contact information

Main Address

18702 Fm 2920, Tomball, TX 77377

Mailing Address

Phone number

(281) 650-5481

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 37,600,000

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.

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Advisor Monitoring

Firm Stability Insights

Daniel S. Ure

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Spencer Ure's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 4/23/2013

Series 63

Date: 1/28/2011

SIE

Date: 10/1/2018

Series 7

Date: 3/9/2011

Series 24

Date: 2/21/2012

FINRA

Current Firm

HONOR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HONOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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