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
Dan Christian Roehm
Certified Financial Planner
Feed of 09/14/2026
Also filed as Dan Christian Roehm, Jr.
At current firm
4 y
since Nov 30, 2021
In the industry
17 y
since Sep 19, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Csenge Advisory Group, LLC independent RIA currentsince Nov 30, 2021 · Clearwater, Fl
- Benchmark Financial Wealth Advisors LLC independent RIAOct 6, 2017 to Jul 3, 2018 · Boca Raton, Fl
- Freedom Wealth Advisors, LLC unclassifiedJun 9, 2014 to Feb 26, 2016 · Boca Raton, Fl
- Nfp Advisor Services, LLC formerMar 21, 2011 to Nov 14, 2012 · Boca Raton, Fl
- Valmark Advisers, Inc. BD affiliatedNov 6, 2008 to Feb 28, 2011 · Ft. Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Benchmark Financial Wealth Advisors LLC to Csenge Advisory Group, LLCleft Jul 3, 2018, registered Nov 30, 2021 (1246 days) · RIA to RIA
- Freedom Wealth Advisors, LLC to Benchmark Financial Wealth Advisors LLCleft Feb 26, 2016, registered Oct 6, 2017 (588 days) · Other
- Nfp Advisor Services, LLC to Freedom Wealth Advisors, LLCleft Nov 14, 2012, registered Jun 9, 2014 (572 days) · Other
- Valmark Advisers, Inc. to Nfp Advisor Services, LLCleft Feb 28, 2011, registered Mar 21, 2011 (21 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address