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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst20 years in industry

CHRISTOPHER DANIEL LONG

Advisor at INTENTIONAL WEALTH STRATEGIES

COLORADO SPRINGS, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Sep 7, 2007 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: INTENTIONAL WEALTH STRATEGIES
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, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66|S63
First exam: Aug 1, 2006
First registration: Sep 7, 2007
Dual registered: no
IAPD individual key: 5162120

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
INTENTIONAL WEALTH STRATEGIES	Independent wealth	Sep 29, 2023	n/a	yes	COLORADO SPRINGS, CO	Current employment
INTENTIONAL WEALTH STRATEGIES	n/a	Oct 23, 2020	Dec 1, 2023	no	COLORADO SPRINGS, CO	Previous registration
INTENTIONAL WEALTH STRATEGIES	n/a	May 11, 2018	Sep 9, 2020	no	Colorado Springs, CO	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 17, 2017	Oct 3, 2023	no	COLORADO SPRINGS, CO\|Colorado Springs, CO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 26, 2014	Oct 20, 2017	no	COLORADO SPRINGS, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Mar 6, 2014	Mar 18, 2014	no	DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 29, 2011	Feb 10, 2014	no	Denver, CO	Previous registration
MORGAN STANLEY	Wirehouse	May 27, 2010	Sep 16, 2011	no	DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 7, 2007	Apr 5, 2010	no	ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO	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
INTENTIONAL WEALTH STRATEGIES	INTENTIONAL WEALTH STRATEGIES	Dec 1, 2023	Sep 29, 2023	-63	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	INTENTIONAL WEALTH STRATEGIES	Oct 3, 2023	May 11, 2018	-1,971	Firm change after gap	Other
INTENTIONAL WEALTH STRATEGIES	INTENTIONAL WEALTH STRATEGIES	Sep 9, 2020	Oct 23, 2020	44	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 20, 2017	Oct 17, 2017	-3	Firm change	Other
PERSONAL CAPITAL ADVISORS CORPORATION	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 18, 2014	Mar 26, 2014	8	Firm change	Other
CHARLES SCHWAB & CO., INC.	PERSONAL CAPITAL ADVISORS CORPORATION	Feb 10, 2014	Mar 6, 2014	24	Firm change	Other
MORGAN STANLEY	CHARLES SCHWAB & CO., INC.	Sep 16, 2011	Sep 29, 2011	13	Firm change	Wirehouse to ibd
CHARLES SCHWAB & CO., INC.	MORGAN STANLEY	Apr 5, 2010	May 27, 2010	52	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
310791:327743:CO:2023-12-01	Dec 1, 2023	Sep 29, 2023	COLORADO SPRINGS, CO	Firm change after gap
149018:292613:CO:2023-10-03	Oct 3, 2023	May 11, 2018	COLORADO SPRINGS, CO	Firm change after gap
292613:310791:CO:2020-09-09	Sep 9, 2020	Oct 23, 2020	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (7)

→ INTENTIONAL WEALTH STRATEGIESRegistered adviserregistration: current employment
Sep 29, 2023 to presentfactForm ADV
→ INTENTIONAL WEALTH STRATEGIESRegistered adviserregistration: previous registration
Oct 23, 2020 to Dec 1, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 17, 2017 to Oct 3, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 26, 2014 to Oct 20, 2017factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Mar 6, 2014 to Mar 18, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 29, 2011 to Feb 10, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 27, 2010 to Sep 16, 2011factForm ADV

Dated events

Occurred
Dec 1, 2023
Advisor changed firm
Christopher Daniel Long left Intentional Wealth Strategies for Intentional Wealth Strategies (registered 2023-09-29)
Form ADVobserved 6 days ago
Occurred
Oct 3, 2023
Advisor changed firm
Christopher Daniel Long left Raymond James Financial Services Advisors, Inc for Intentional Wealth Strategies (registered 2018-05-11)
Form ADVobserved 6 days ago