This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BRECKINRIDGE CAPITAL ADVISORS INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Sep 7, 2019

First registration

Mar 19, 2020

Dual registered

no

Other names

Chase Stratton|Chase Howard Stratton

IAPD individual key

6641338

• Occurred

  Jun 10, 2026
  Advisor changed firm

  Chase Stratton left Columbia Management Investment Advisers, Llc for Breckinridge Capital Advisors Inc (registered 2026-07-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1fb71777-749e-7a73-a3cf-fb2b4433fe18

First observed

Mar 19, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.