DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Etheridge Archer
Certified Financial Planner
Feed of 09/14/2026
Also filed as Dan Archer
At current firm
15 y
since Dec 8, 2010
In the industry
30 y
since Aug 20, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Act Wealth Management, LLC independent RIA currentsince Dec 8, 2010 · Allen, Tx
- American Securities Group, Inc. unclassifiedSep 7, 2006 to Nov 1, 2006 · Dallas, Tx
- True North Advisors, LLC independent RIAAug 3, 2006 to Dec 9, 2010 · Dallas, Tx
- Retirement Advisors Of America unclassifiedDec 9, 2004 to Jul 31, 2006 · Dallas, Tx
- UBS Financial Services Inc. wirehouseJan 11, 2002 to Dec 10, 2004 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- True North Advisors, LLC to American Securities Group, Inc.left Dec 9, 2010, registered Sep 7, 2006 (-1554 days) · Other
- American Securities Group, Inc. to Act Wealth Management, LLCleft Nov 1, 2006, registered Dec 8, 2010 (1498 days) · Other
- Retirement Advisors Of America to True North Advisors, LLCleft Jul 31, 2006, registered Aug 3, 2006 (3 days) · Other
- UBS Financial Services Inc. to Retirement Advisors Of Americaleft Dec 10, 2004, registered Dec 9, 2004 (-1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address