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RIA / WealthAdvisor27 years in industry

ALBERT MICHAEL DANIELS

Advisor at COHO ADVISORY SERVICES, LLC

ANCHORAGE, AK

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Search this name across graphsid dfx:ria:7c5d9e5a-a9a0-ffad-3aa1-dcca6ac3e48d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2003 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: COHO ADVISORY SERVICES, 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: Sep 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 7
Exams: S65|S63
First exam: Jan 28, 2000
First registration: Feb 19, 2003
Dual registered: no
Other names: Mike Daniels|Michael Daniels|Michael A. Daniels|Michae A. Daniels|A. Daniels|A M Daniels|Michael Albert Daniels|Albert M. Daniels|Mike Daniels|Daniels A. Michael|Albert Daniels|Albert Michael Daniels|A Michael Daniels|A Michael Daniels|Michael Danie|Albert Daniels|Michael Daniels
IAPD individual key: 4066805

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
COHO ADVISORY SERVICES, LLC	State registered	Jun 20, 2023	n/a	yes	ANCHORAGE, AK	Current employment
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	Jun 27, 2023	no	ANCHORAGE, AK	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Apr 14, 2020	Nov 1, 2021	no	Glendale, AZ\|Anchorage, AK\|Anchorage, AK\|Lincoln, NE\|Austin, TX	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 1, 2019	Apr 3, 2020	no	BELLEVUE, WA\|ANCHORAGE, AK\|ANCHORAGE, AK	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Apr 21, 2017	Jul 1, 2019	no	Anchorage, AK	Previous registration
COUNTRY TRUST BANK	n/a	Feb 19, 2003	Jul 27, 2007	no	ANCHORAGE, AK	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
AMERITAS ADVISORY SERVICES, LLC	COHO ADVISORY SERVICES, LLC	Jun 27, 2023	Jun 20, 2023	-7	Firm change	Ibd to state RIA
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
WOODBURY FINANCIAL SERVICES, INC.	AMERITAS ADVISORY SERVICES	Apr 3, 2020	Apr 14, 2020	11	Firm change	Ibd to RIA
ON INVESTMENT MANAGEMENT CO	WOODBURY FINANCIAL SERVICES, INC.	Jul 1, 2019	Jul 1, 2019	0	Firm change	Ibd to ibd
COUNTRY TRUST BANK	ON INVESTMENT MANAGEMENT CO	Jul 27, 2007	Apr 21, 2017	3,556	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
317245:325710:AK:2023-06-27	Jun 27, 2023	Jun 20, 2023	ANCHORAGE, AK	Firm change

Relationships

Registered with (6)

→ COHO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 20, 2023 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Jun 27, 2023factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 14, 2020 to Nov 1, 2021factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 2019 to Apr 3, 2020factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Apr 21, 2017 to Jul 1, 2019factForm ADV
→ COUNTRY TRUST BANKRegistered adviserregistration: previous registration
Feb 19, 2003 to Jul 27, 2007factForm ADV

Dated events

Occurred
Jun 27, 2023
Advisor changed firm
Albert Michael Daniels left Ameritas Advisory Services, Llc for Coho Advisory Services, Llc (registered 2023-06-20)
Form ADVobserved 5 days ago