DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

Christopher Michael Tasik

Advisor at UNITED ADVISOR GROUP

Franklin, TN | CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5582afa5-4d73-85cc-be6b-a9dd47f23e25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 26, 2005 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: UNITED ADVISOR GROUP
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 3, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 3, 2005
First registration: Aug 26, 2005
Dual registered: no
Other names: CHRISTOPHER MICHAEL CALDERAZZO|CHRISTOPHER TASIK
IAPD individual key: 4955910

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
UNITED ADVISOR GROUP	Independent wealth	Oct 28, 2024	n/a	yes	Franklin, TN\|CINCINNATI, OH	Current employment
BFC PLANNING, INC.	Bd affiliated wealth	Aug 20, 2019	Oct 28, 2024	no	Brentwood, TN\|CEDAR RAPIDS, IA	Previous registration
H. BECK, INC.	Former SEC adviser	Mar 29, 2017	Aug 23, 2019	no	Brentwood, TN\|Rockville, MD	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 22, 2006	Apr 7, 2017	no	Brentwood, TN	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 26, 2005	Jun 29, 2006	no	STAMFORD, CT\|STAMFORD, CT	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
BFC PLANNING, INC.	UNITED ADVISOR GROUP	Oct 28, 2024	Oct 28, 2024	0	Firm change	Ibd to RIA
H. BECK, INC.	BFC PLANNING, INC.	Aug 23, 2019	Aug 20, 2019	-3	Firm change	Ibd to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	H. BECK, INC.	Apr 7, 2017	Mar 29, 2017	-9	Firm change	Other
MML INVESTORS SERVICES, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 29, 2006	Jun 22, 2006	-7	Firm change	Other

Relationships

Registered with (5)

→ UNITED ADVISOR GROUPRegistered adviserregistration: current employment
Oct 28, 2024 to presentfactForm ADV
→ BFC PLANNING, INC.Registered adviserregistration: previous registration
Aug 20, 2019 to Oct 28, 2024factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Mar 29, 2017 to Aug 23, 2019factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 22, 2006 to Apr 7, 2017factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 26, 2005 to Jun 29, 2006factForm ADV

Dated events

Occurred
Oct 28, 2024
Advisor changed firm
Christopher Michael Tasik left Bfc Planning, Inc. for United Advisor Group (registered 2024-10-28)
Form ADVobserved 5 days ago