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.

Current firm

CHEVY CHASE TRUST COMPANY

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Personal Financial Specialist

Exams

S63

First exam

Oct 19, 2007

First registration

Aug 31, 2007

Dual registered

no

IAPD individual key

5337389

• Occurred

  Dec 22, 2023
  Advisor changed firm

  Randy Alan Ryan left Oars Capital for Chevy Chase Trust Company (registered 2024-01-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce30daee-7761-40d3-8698-a0860aaac24a

First observed

Aug 31, 2007

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.