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RIA / WealthAdvisor20 years in industry

CHRISTOPHER BARRY ROY

Advisor at PUREFI WEALTH, LLC

BOSTON, MA

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Search this name across graphsid dfx:ria:c821a342-6fd8-bd29-a732-71cf71b6c2bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2006 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: PUREFI WEALTH, LLC
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: Apr 6, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Apr 6, 2006
First registration: Jun 27, 2006
Dual registered: no
Other names: CHRIS BARRY ROY|CHRIS B ROY|CHRIS B ROY|CHRISTOPHER BARRY ROY|CHRISTOPHER BARRY ROY
IAPD individual key: 4571593

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
PUREFI WEALTH, LLC	Independent wealth	Feb 19, 2026	n/a	yes	BOSTON, MA	Current employment
SVB WEALTH	Independent wealth	Jan 30, 2017	Jun 25, 2019	no	BOSTON, MA	Previous registration
WINDROSE ADVISORS LLC	Independent wealth	Feb 11, 2013	Nov 23, 2016	no	BOSTON, MA\|WALTHAM, MA	Previous registration
CBF ADVISORS, LLC	Asset manager	Jun 27, 2006	Oct 24, 2006	no	PRINCETON, NJ	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
SVB WEALTH	PUREFI WEALTH, LLC	Jun 25, 2019	Feb 19, 2026	2,431	Firm change after gap	RIA to RIA
WINDROSE ADVISORS LLC	SVB WEALTH	Nov 23, 2016	Jan 30, 2017	68	Firm change	Other
CBF ADVISORS, LLC	WINDROSE ADVISORS LLC	Oct 24, 2006	Feb 11, 2013	2,302	Firm change after gap	Other

Relationships

Registered with (4)

→ PUREFI WEALTH, LLCRegistered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jan 30, 2017 to Jun 25, 2019factForm ADV
→ WINDROSE ADVISORS LLCRegistered adviserregistration: previous registration
Feb 11, 2013 to Nov 23, 2016factForm ADV
→ CBF ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 27, 2006 to Oct 24, 2006factForm ADV

Dated events

No dated event names this entity yet.