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RIA / WealthAdvisor10 years in industry

William Gregory Chrisman

Advisor at FOUR QUADRANT WEALTH ADVISORS, INC.

CARMEL, IN

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Search this name across graphsid dfx:ria:df3647fc-7cea-8f59-af02-b93653d8d579

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 15, 2021 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: FOUR QUADRANT WEALTH ADVISORS, INC.
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 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Mar 15, 2021
First registration: Mar 15, 2021
Dual registered: no
IAPD individual key: 7258446

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
FOUR QUADRANT WEALTH ADVISORS, INC.	Independent wealth	Oct 4, 2023	n/a	yes	CARMEL, IN	Current employment
MILLER PRIVATE WEALTH LLC	Former SEC adviser	Dec 5, 2022	Feb 6, 2023	no	OKLAHOMA CITY, OK\|Auburn, IN	Previous registration
PERSONAL WEALTH PARTNERS LLC	Former SEC adviser	May 2, 2022	Oct 25, 2022	no	Auburn, IN\|BLOOMINGTON, MN	Previous registration
CX INSTITUTIONAL, LLC	Independent wealth	Mar 15, 2021	May 1, 2023	no	AUBURN, IN	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
CX INSTITUTIONAL, LLC	PERSONAL WEALTH PARTNERS LLC	May 1, 2023	May 2, 2022	-364	Firm change after gap	RIA to RIA
MILLER PRIVATE WEALTH LLC	FOUR QUADRANT WEALTH ADVISORS, INC.	Feb 6, 2023	Oct 4, 2023	240	Firm change	RIA to RIA
PERSONAL WEALTH PARTNERS LLC	MILLER PRIVATE WEALTH LLC	Oct 25, 2022	Dec 5, 2022	41	Firm change	RIA to RIA

Relationships

Registered with (4)

→ FOUR QUADRANT WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Oct 4, 2023 to presentfactForm ADV
→ CX INSTITUTIONAL, LLCRegistered adviserregistration: previous registration
Mar 15, 2021 to May 1, 2023factForm ADV
→ MILLER PRIVATE WEALTH LLCRegistered adviserregistration: previous registration
Dec 5, 2022 to Feb 6, 2023factForm ADV
→ PERSONAL WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
May 2, 2022 to Oct 25, 2022factForm ADV

Dated events

Occurred
May 1, 2023
Advisor changed firm
William Gregory Chrisman left Cx Institutional, Llc for Personal Wealth Partners Llc (registered 2022-05-02)
Form ADVobserved 5 days ago
Occurred
Feb 6, 2023
Advisor changed firm
William Gregory Chrisman left Miller Private Wealth Llc for Four Quadrant Wealth Advisors, Inc. (registered 2023-10-04)
Form ADVobserved 5 days ago
Occurred
Oct 25, 2022
Advisor changed firm
William Gregory Chrisman left Personal Wealth Partners Llc for Miller Private Wealth Llc (registered 2022-12-05)
Form ADVobserved 5 days ago