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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

OLDE RALEIGH FINANCIAL GROUP

AMI ENTERPRISES INC., CRD 342848

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:241e68c1-5f43-020a-a18f-6a60a8ec6f66

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2026 to Jul 17, 2026
1 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Advisory Services Network (Atlanta, GA) for Olde Raleigh Financial Group on the same day

Dated 2026-07-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

OLDE RALEIGH FINANCIAL GROUP · destination firm

Advisor Recruiting IntelligenceJul 16, 2026 · seen 6 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 5
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
Custody, client assets: $0
SEC number: 801-136622
CRD: 342848
Filings on the tape: 1
First filed: Jul 17, 2026
Latest filed: Jul 17, 2026
Organised: Corporation, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
ALEXANDER MIHAJLOV	n/a	RALEIGH, NC	42	4	no
TREVOR EDWARD CHAMBERS	n/a	RALEIGH, NC	11	2	no
Patrick Haden Jennings	n/a	RALEIGH, NC	26	2	yes
Tyler Franklin Lamar	n/a	RALEIGH, NC	12	1	no
Patrick Dunn	n/a	RALEIGH, NC	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MIHAJLOV, ALEXANDER	CEO AND FOUNDER	E	yes	05/2026	Jul 17, 2026	Jul 17, 2026
Dunn, Patrick	CHIEF COMPLIANCE OFFICER	Na	no	05/2026	Jul 17, 2026	Jul 17, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	4	0	0	4	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SERVICES NETWORK	4	Jul 16, 2026	Jul 9, 2026	ATLANTA, GA	Team lift out	RIA to new firm	1.6%

Relationships

Registered with (5)

← Patrick DunnAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← ALEXANDER MIHAJLOVAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← TREVOR EDWARD CHAMBERSAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← Patrick Haden JenningsAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← Tyler Franklin LamarAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV

Owns (1)

← Dunn, PatrickOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 17, 2026 to presentfactForm ADV

Controls (1)

← MIHAJLOV, ALEXANDEROwnerCEO AND FOUNDER, ownership code E, individual
Jul 17, 2026 to presentfactForm ADV

Moved with (1)

← ADVISORY SERVICES NETWORKRegistered adviser3 advisors, team lift out, same day
Jul 16, 2026 to Jul 9, 2026factForm ADV

Dated events

Occurred
Jul 16, 2026
Team lift-out
3 advisors left Advisory Services Network (Atlanta, GA) for Olde Raleigh Financial Group on the same day
Form ADVobserved 6 days ago
3 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:241e68c1-5f43-020a-a18f-6a60a8ec6f66
First observed: Jul 17, 2026
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLDE RALEIGH FINANCIAL GROUP

AMI ENTERPRISES INC., CRD 342848

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:241e68c1-5f43-020a-a18f-6a60a8ec6f66

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALEXANDER MIHAJLOV

n/a

RALEIGH, NC

TREVOR EDWARD CHAMBERS

n/a

RALEIGH, NC

Patrick Haden Jennings

n/a

RALEIGH, NC

yes

Tyler Franklin Lamar

n/a

RALEIGH, NC

Patrick Dunn

n/a

RALEIGH, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MIHAJLOV, ALEXANDER

CEO AND FOUNDER

yes

05/2026

Jul 17, 2026

Dunn, Patrick

CHIEF COMPLIANCE OFFICER

05/2026

Jul 17, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SERVICES NETWORK

Jul 16, 2026

Jul 9, 2026

ATLANTA, GA

Team lift out

RIA to new firm

1.6%