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.
Advisor moves
Arrivals at American Financial Advisors, LLC.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cathal Carson | Henssler Financial independent RIA | American Financial Advisors, LLC. independent RIA | RIA to RIA | Mar 27, 2026 | Jul 17, 2026 (112 d) |
| Margaret Arrowood Remeika | Henssler Financial independent RIA | American Financial Advisors, LLC. independent RIA | RIA to RIA | Dec 17, 2025 | Mar 30, 2026 (103 d) |
| Michael James Coelho | Charles Schwab & Co., Inc. national BD | American Financial Advisors, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2019 | May 4, 2020 (230 d) |
| Michael David Stark | Advisor Financial Services, Llp other | American Financial Advisors, LLC. other | Other | Apr 13, 2005 | Mar 24, 2003 |
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4 moves match.