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 Benjamin Kistler

Arkadios Wealth AdvisorsBD affiliatedAlpharetta, Gadual registrantIAPD 6203300

Feed of 09/14/2026

Also filed as Daniel Kistler

At current firm

0 y

since Feb 12, 2026

In the industry

12 y

since Jul 3, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Arkadios Wealth Advisors BD affiliated current
since Feb 12, 2026 · Alpharetta, Ga
Dempsey Lord Smith, LLC former
Jan 13, 2026 to Feb 10, 2026 · Rome, Ga
Cambridge Investment Research Advisors, Inc. BD affiliated
Dec 1, 2025 to Feb 12, 2026 · Rome, Ga
Retirement Cash Flow Group, LLC unclassified
Apr 2, 2019 to Dec 21, 2020 · Alpharetta, Ga
Dempsey Lord Smith, LLC former
Sep 18, 2017 to Dec 31, 2025 · Alpharetta, Ga
Retirement Cash Flow Group, LLC unclassified
Nov 29, 2016 to Dec 31, 2018 · Alpharetta, Ga
Waddell & Reed former
Jul 7, 2014 to Apr 13, 2016 · Savage, Mn

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Dempsey Lord Smith, LLC
left Feb 12, 2026, registered Jan 13, 2026 (-30 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Dempsey Lord Smith, LLC to Arkadios Wealth Advisors
left Feb 10, 2026, registered Feb 12, 2026 (2 days) · RIA to affiliated broker-dealer or bank · moved with a team
Dempsey Lord Smith, LLC to Retirement Cash Flow Group, LLC
left Dec 31, 2025, registered Apr 2, 2019 (-2465 days) · Other · moved with a team
Retirement Cash Flow Group, LLC to Cambridge Investment Research Advisors, Inc.
left Dec 21, 2020, registered Dec 1, 2025 (1806 days) · Other
Retirement Cash Flow Group, LLC to Dempsey Lord Smith, LLC
left Dec 31, 2018, registered Sep 18, 2017 (-469 days) · Other
Waddell & Reed to Retirement Cash Flow Group, LLC
left Apr 13, 2016, registered Nov 29, 2016 (230 days) · Other

Signals

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

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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address