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RIA / WealthAdvisorCertified Financial Planner30 years in industry

DANIEL ETHERIDGE ARCHER

Advisor at ACT WEALTH MANAGEMENT, LLC

ALLEN, TX

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Search this name across graphsid dfx:ria:8560a5d8-6aa3-c55c-8b08-2edff4b65c39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2002 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: ACT WEALTH MANAGEMENT, LLC
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 20, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 20, 1996
First registration: Jan 11, 2002
Dual registered: no
Other names: DAN ARCHER|DANIEL E ARCHER
IAPD individual key: 2762084

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
ACT WEALTH MANAGEMENT, LLC	Independent wealth	Dec 8, 2010	n/a	yes	ALLEN, TX	Current employment
AMERICAN SECURITIES GROUP, INC.	n/a	Sep 7, 2006	Nov 1, 2006	no	DALLAS, TX	Previous registration
TRUE NORTH ADVISORS, LLC	Independent wealth	Aug 3, 2006	Dec 9, 2010	no	DALLAS, TX	Previous registration
RETIREMENT ADVISORS OF AMERICA	n/a	Dec 9, 2004	Jul 31, 2006	no	DALLAS, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 11, 2002	Dec 10, 2004	no	DALLAS, TX	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
TRUE NORTH ADVISORS, LLC	AMERICAN SECURITIES GROUP, INC.	Dec 9, 2010	Sep 7, 2006	-1,554	Firm change after gap	Other
AMERICAN SECURITIES GROUP, INC.	ACT WEALTH MANAGEMENT, LLC	Nov 1, 2006	Dec 8, 2010	1,498	Firm change after gap	Other
RETIREMENT ADVISORS OF AMERICA	TRUE NORTH ADVISORS, LLC	Jul 31, 2006	Aug 3, 2006	3	Firm change	Other
UBS FINANCIAL SERVICES INC.	RETIREMENT ADVISORS OF AMERICA	Dec 10, 2004	Dec 9, 2004	-1	Firm change	Other

Relationships

Registered with (5)

→ ACT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 8, 2010 to presentfactForm ADV
→ TRUE NORTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 3, 2006 to Dec 9, 2010factForm ADV
→ AMERICAN SECURITIES GROUP, INC.Registered adviserregistration: previous registration
Sep 7, 2006 to Nov 1, 2006factForm ADV
→ RETIREMENT ADVISORS OF AMERICARegistered adviserregistration: previous registration
Dec 9, 2004 to Jul 31, 2006factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 11, 2002 to Dec 10, 2004factForm ADV

Dated events

No dated event names this entity yet.