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
Cathal Carson
Certified Financial Planner
Feed of 09/18/2026
Also filed as Cathal E Carson
At current firm
0 y
since Jul 17, 2026
In the industry
14 y
since Mar 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Steward Partners Investment Advisory, LLC BD affiliated currentsince Sep 17, 2026 · Marietta, Ga
- American Financial Advisors, LLC. independent RIA currentsince Jul 17, 2026 · Marietta, Ga
- Henssler Financial independent RIAMay 9, 2024 to Mar 27, 2026 · Kennesaw, Ga
Moves
a registration end followed by a registration begin elsewhere
- Henssler Financial to American Financial Advisors, LLC.left Mar 27, 2026, registered Jul 17, 2026 (112 days) · RIA to RIA
Signals
- Cathal E Carson left Henssler Financial for American Financial Advisors, Llc. (registered 2026-07-17)Mar 27, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address