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RIA / WealthAdvisor22 years in industry

DANIEL ROBINSON PRESLAR

Advisor at 1618 ADVISORS LLC

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:2b909e31-58bf-c3d2-0795-eb44a11c5561

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 26, 2004 to Sep 14, 2026

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

Current firm: 1618 ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 26, 2004
First registration: Aug 26, 2004
Dual registered: no
IAPD individual key: 4678872

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
1618 ADVISORS LLC	State registered	May 6, 2024	n/a	yes	CHARLOTTE, NC	Current employment
REDWOOD WEALTH MANAGEMENT, LLC	Independent wealth	Apr 20, 2015	May 1, 2024	no	SANTA MONICA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 7, 2007	Apr 24, 2015	no	CHARLOTTE, NC\|FORT MILL, SC\|CHARLOTTE, NC	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Aug 26, 2004	Dec 14, 2007	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REDWOOD WEALTH MANAGEMENT, LLC	1618 ADVISORS LLC	May 1, 2024	May 6, 2024	5	Firm change	RIA to state RIA
LPL FINANCIAL LLC	REDWOOD WEALTH MANAGEMENT, LLC	Apr 24, 2015	Apr 20, 2015	-4	Firm change	Other
A. G. EDWARDS & SONS, INC.	LPL FINANCIAL LLC	Dec 14, 2007	Dec 7, 2007	-7	Firm change	Other

Relationships

Registered with (4)

→ 1618 ADVISORS LLCRegistered adviserregistration: current employment
May 6, 2024 to presentfactForm ADV
→ REDWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 20, 2015 to May 1, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 7, 2007 to Apr 24, 2015factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Aug 26, 2004 to Dec 14, 2007factForm ADV

Dated events

Occurred
May 1, 2024
Advisor changed firm
Daniel Robinson Preslar left Redwood Wealth Management, Llc for 1618 Advisors Llc (registered 2024-05-06)
Form ADVobserved 6 days ago