DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CDB ADVISORY & CONSULTING

BLANCHARD, CHRISTINE DARLENE, CRD 314797

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:5cdddcab-c2f1-5eca-e5f2-80fbfc3309a2

Data as of Sep 10, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 4, 2021 to Sep 10, 2021
4 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $26.6MItem 5.F on the latest filing (2021-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $26.6M
Private client RAUM: $26.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $26.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 20
Individual clients: 3
High net worth clients: 4
Custody, client assets: $26.6M
SEC number: 801-121393
CRD: 314797
Filings on the tape: 4
First filed: May 4, 2021
Latest filed: Sep 10, 2021
Organised: Sole Proprietorship, California

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTINE DARLENE BLANCHARD	Chartered Financial Analyst	IRVINE, CA	5	30	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLANCHARD, CHRISTINE, DARLENE	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	06/2021	May 4, 2021	Sep 10, 2021

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Relationships

Controls (1)

← BLANCHARD, CHRISTINE, DARLENEOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 4, 2021 to presentfactForm ADV

Registered with (1)

← CHRISTINE DARLENE BLANCHARDAdvisorregistration: current employment
Jun 4, 2021 to presentfactForm ADV

Dated events

Occurred
May 4, 2021
First Form ADV filing
Cdb Advisory & Consulting filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5cdddcab-c2f1-5eca-e5f2-80fbfc3309a2
First observed: May 4, 2021
Last observed: Sep 10, 2021 61 months ago
Source families: Federal regulator filings
3 registered feeds 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.

CDB ADVISORY & CONSULTING

BLANCHARD, CHRISTINE DARLENE, CRD 314797

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:5cdddcab-c2f1-5eca-e5f2-80fbfc3309a2

Data as of Sep 10, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTINE DARLENE BLANCHARD

Chartered Financial Analyst

IRVINE, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLANCHARD, CHRISTINE, DARLENE

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

06/2021

May 4, 2021

Sep 10, 2021

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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