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RIA / WealthAdvisorCertified Financial Planner21 years in industry

CHRYSANTHA SOPHIA CLARK

Advisor at CHRYS FINANCIAL PLANNING, LLC

WYOMING, OH

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Search this name across graphsid dfx:ria:8b844f70-64df-fd1c-1ea7-2ba67c2c6547

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 15, 2004 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: CHRYS FINANCIAL PLANNING, LLC
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: Nov 15, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 23, 2013
First registration: Nov 15, 2004
Dual registered: no
IAPD individual key: 3031563

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
CHRYS FINANCIAL PLANNING, LLC	State registered	Jul 12, 2022	n/a	yes	WYOMING, OH	Current employment
PILLAR FINANCIAL ADVISORS, LLC	Independent wealth	Sep 23, 2019	Jul 15, 2022	no	LOUISVILLE, KY	Previous registration
MERIDIAN WEALTH MANAGEMENT, LLC	Independent wealth	May 19, 2015	Sep 19, 2019	no	LEXINGTON, KY	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 2, 2015	Apr 21, 2015	no	LEXINGTON, KY	Previous registration
STONE FENCE WEALTH MANAGEMENT GROUP, LLC	n/a	Jun 19, 2014	Dec 2, 2014	no	LEXINGTON, KY	Previous registration
KEYSTONE FINANCIAL GROUP, LLC	Independent wealth	Mar 27, 2014	Jun 16, 2014	no	LEXINGTON, KY	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 20, 2013	Mar 27, 2014	no	LEXINGTON, KY	Previous registration
WESCOTT FINANCIAL ADVISORY GROUP LLC	Independent wealth	Nov 15, 2004	Feb 19, 2008	no	PHILADELPHIA, PA	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
PILLAR FINANCIAL ADVISORS, LLC	CHRYS FINANCIAL PLANNING, LLC	Jul 15, 2022	Jul 12, 2022	-3	Firm change	RIA to state RIA
MERIDIAN WEALTH MANAGEMENT, LLC	PILLAR FINANCIAL ADVISORS, LLC	Sep 19, 2019	Sep 23, 2019	4	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	MERIDIAN WEALTH MANAGEMENT, LLC	Apr 21, 2015	May 19, 2015	28	Firm change	Other
STONE FENCE WEALTH MANAGEMENT GROUP, LLC	ADVICE AND PLANNING SERVICES	Dec 2, 2014	Jan 2, 2015	31	Firm change	Other
KEYSTONE FINANCIAL GROUP, LLC	STONE FENCE WEALTH MANAGEMENT GROUP, LLC	Jun 16, 2014	Jun 19, 2014	3	Firm change	Other
LPL FINANCIAL LLC	KEYSTONE FINANCIAL GROUP, LLC	Mar 27, 2014	Mar 27, 2014	0	Firm change	Other
WESCOTT FINANCIAL ADVISORY GROUP LLC	LPL FINANCIAL LLC	Feb 19, 2008	Jun 20, 2013	1,948	Firm change after gap	Other

Relationships

Registered with (8)

→ CHRYS FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Jul 12, 2022 to presentfactForm ADV
→ PILLAR FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 23, 2019 to Jul 15, 2022factForm ADV
→ MERIDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 19, 2015 to Sep 19, 2019factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 2, 2015 to Apr 21, 2015factForm ADV
→ STONE FENCE WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Jun 19, 2014 to Dec 2, 2014factForm ADV
→ KEYSTONE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Mar 27, 2014 to Jun 16, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 20, 2013 to Mar 27, 2014factForm ADV
→ WESCOTT FINANCIAL ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Nov 15, 2004 to Feb 19, 2008factForm ADV

Dated events

Occurred
Jul 15, 2022
Advisor changed firm
Chrysantha Sophia Clark left Pillar Financial Advisors, Llc for Chrys Financial Planning, Llc (registered 2022-07-12)
Form ADVobserved 5 days ago