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RIA / WealthAdvisorCertified Financial Planner17 years in industry

CHRISTOPHER JOHN CONE

Advisor at CONE WEALTH MANAGEMENT

TULSA, OK

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Search this name across graphsid dfx:ria:2ab2711d-79f2-a95d-12e9-cd7ae3d8c210

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONE WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 8, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 8, 2008
First registration: Jan 26, 2009
Dual registered: no
Other names: CHRISTOPHER CONE
IAPD individual key: 5572521

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONE WEALTH MANAGEMENT	State registered	Mar 10, 2025	n/a	yes	TULSA, OK	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	Apr 2, 2025	no	TULSA, OK	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 8, 2013	Jan 19, 2024	no	TULSA, OK\|TULSA, OK\|TULSA, OK	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 29, 2012	Oct 15, 2012	no	TULSA, OK	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Dec 9, 2011	Jan 30, 2012	no	TULSA, OK	Previous registration
WADDELL & REED	Former SEC adviser	Jan 26, 2009	Dec 23, 2009	no	TULSA, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	CONE WEALTH MANAGEMENT	Apr 2, 2025	Mar 10, 2025	-23	Firm change	Ibd to state RIA
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
OSAIC WEALTH, INC.	WOODBURY FINANCIAL SERVICES, INC.	Jan 30, 2012	Feb 29, 2012	30	Firm change	Other
WADDELL & REED	OSAIC WEALTH, INC.	Dec 23, 2009	Dec 9, 2011	716	Firm change after gap	Other

Relationships

Registered with (4)

→ CONE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 19, 2024 to Apr 2, 2025factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 8, 2013 to Jan 19, 2024factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 26, 2009 to Dec 23, 2009factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Christopher John Cone left Osaic Wealth, Inc. for Cone Wealth Management (registered 2025-03-10)
Form ADVobserved 6 days ago