Unclaimed Profile

Daniel Thomas Newquist

RNP ADVISORY SERVICES, INC.·MORGAN HILL, California

SIE, Series 7, Series 63, Series 66CFP23 years registeredRNP ADVISORY SERVICES, INC.

17190 S MONTEREY ROAD, MORGAN HILL, CA 95037CRD# 3151447Firm CRD# 113354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Thomas Newquist · MORGAN HILL, CA

Registration

CRD #3151447 · RNP ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Jul 2020 – Nov 2024

Morgan Hill, CA

RNP ADVISORY SERVICES, INC.

Mar 2018 – Jul 2020

MORGAN HILL, CA

RNP ADVISORY SERVICES, INC.

Jun 2006 – Dec 2017

MORGAN HILL, CA

LINSCO/PRIVATE LEDGER CORP.

Sep 2002 – Mar 2005

MORGAN HILL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 27, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2005Employment Separation After Allegations

1989Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RNP ADVISORY SERVICES, INC.

CRD 113354 · SEC 801-60884

AUM

$451M

Regulatory assets under management

Employees

870 client accounts

Services offered by RNP ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RNP ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Thomas Newquist offer?

Daniel Thomas Newquist specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORGAN HILL, California for a consultation.

What are Daniel Thomas Newquist's credentials?

Daniel Thomas Newquist holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Thomas Newquist located?

Daniel Thomas Newquist is based in MORGAN HILL, California, working with RNP ADVISORY SERVICES, INC.. Their office serves clients in the MORGAN HILL metropolitan area and surrounding communities.

How does Daniel Thomas Newquist charge for services?

Daniel Thomas Newquist's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RNP ADVISORY SERVICES, INC.?

RNP ADVISORY SERVICES, INC. has approximately 8 employees and manages $451M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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