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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

DANIEL BENJAMIN KISTLER

Advisor at ARKADIOS WEALTH ADVISORS

Alpharetta, GA

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:9d681964-7725-cea6-2247-6ca9e3a03aa0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jul 7, 2014 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: ARKADIOS WEALTH ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 3, 2014
First registration: Jul 7, 2014
Dual registered: yes, broker-dealer
Other names: DANIEL KISTLER
IAPD individual key: 6203300

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
ARKADIOS WEALTH ADVISORS	Bd affiliated wealth	Feb 12, 2026	n/a	yes	Alpharetta, GA	Current employment
DEMPSEY LORD SMITH, LLC	Former SEC adviser	Jan 13, 2026	Feb 10, 2026	no	ROME, GA\|ROME, GA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 1, 2025	Feb 12, 2026	no	Rome, GA\|Alpharetta, GA	Previous registration
RETIREMENT CASH FLOW GROUP, LLC	n/a	Apr 2, 2019	Dec 21, 2020	no	Alpharetta, GA	Previous registration
DEMPSEY LORD SMITH, LLC	Former SEC adviser	Sep 18, 2017	Dec 31, 2025	no	Alpharetta, GA\|ROME, GA\|ATHENS, GA\|ROME, GA\|SANDY SPRINGS, GA\|Alphretta, GA	Previous registration
RETIREMENT CASH FLOW GROUP, LLC	n/a	Nov 29, 2016	Dec 31, 2018	no	Alpharetta, GA	Previous registration
WADDELL & REED	Former SEC adviser	Jul 7, 2014	Apr 13, 2016	no	SAVAGE, MN	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	DEMPSEY LORD SMITH, LLC	Feb 12, 2026	Jan 13, 2026	-30	Firm change	Ibd to RIA
DEMPSEY LORD SMITH, LLC	ARKADIOS WEALTH ADVISORS	Feb 10, 2026	Feb 12, 2026	2	Firm change	RIA to ibd
DEMPSEY LORD SMITH, LLC	RETIREMENT CASH FLOW GROUP, LLC	Dec 31, 2025	Apr 2, 2019	-2,465	Firm change after gap	Other
RETIREMENT CASH FLOW GROUP, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 21, 2020	Dec 1, 2025	1,806	Firm change after gap	Other
RETIREMENT CASH FLOW GROUP, LLC	DEMPSEY LORD SMITH, LLC	Dec 31, 2018	Sep 18, 2017	-469	Firm change after gap	Other
WADDELL & REED	RETIREMENT CASH FLOW GROUP, LLC	Apr 13, 2016	Nov 29, 2016	230	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
134139:141238:GA:2026-02-12	Feb 12, 2026	Jan 13, 2026	ALPHARETTA, GA	Firm change
141238:288863:GA:2026-02-10	Feb 10, 2026	Feb 12, 2026	ROME, GA	Firm change
141238:285843:GA:2025-12-31	Dec 31, 2025	Apr 2, 2019	ALPHRETTA, GA	Firm change after gap

Relationships

Registered with (5)

→ ARKADIOS WEALTH ADVISORSRegistered adviserregistration: current employment
Feb 12, 2026 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 1, 2025 to Feb 12, 2026factForm ADV
→ DEMPSEY LORD SMITH, LLCRegistered adviserregistration: previous registration
Jan 13, 2026 to Feb 10, 2026factForm ADV
→ RETIREMENT CASH FLOW GROUP, LLCRegistered adviserregistration: previous registration
Apr 2, 2019 to Dec 21, 2020factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jul 7, 2014 to Apr 13, 2016factForm ADV

Dated events

Occurred
Feb 12, 2026
Advisor changed firm
Daniel Benjamin Kistler left Cambridge Investment Research Advisors, Inc. for Dempsey Lord Smith, Llc (registered 2026-01-13)
Form ADVobserved 6 days ago
Occurred
Feb 10, 2026
Advisor changed firm
Daniel Benjamin Kistler left Dempsey Lord Smith, Llc for Arkadios Wealth Advisors (registered 2026-02-12)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Daniel Benjamin Kistler left Dempsey Lord Smith, Llc for Retirement Cash Flow Group, Llc (registered 2019-04-02)
Form ADVobserved 6 days ago