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.

Current firm

ARCHER INVESTMENT MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 17, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Aug 17, 2007

First registration

Apr 10, 2018

Dual registered

no

Other names

EMILY J CASEY|EMILY CASEY|EMILY JANE CASEY

IAPD individual key

5365217

• Occurred

  Jan 20, 2022
  Advisor changed firm

  Emily Casey Rassam left Kestra Advisory Services, Llc for Archer Investment Management (registered 2022-01-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:66670d49-4802-3515-cb76-36f687db84dc

First observed

Apr 10, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.