DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

Christopher Richard Ferrer

Advisor at EXODUS WEALTH, LLC

Ft. Lauderdale, FL | FORT LAUDERDALE, FL

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:dff6f048-9270-d8dd-1435-44b1a9f2e846

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 15, 2023 to Sep 15, 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: EXODUS 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: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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: S65
First exam: Nov 14, 2023
First registration: Dec 15, 2023
Dual registered: yes, broker-dealer
Other names: Christopher Ferrer|Christopher R Ferrer
IAPD individual key: 7720775

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
EXODUS WEALTH, LLC	Independent wealth	Mar 27, 2026	n/a	yes	Ft. Lauderdale, FL\|FORT LAUDERDALE, FL	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jun 27, 2025	Mar 4, 2026	no	Charlotte, NC\|Fort Lauderdale, FL\|AUSTIN, TX\|Boca Raton, FL	Previous registration
FINANCIAL PLANNING SERVICES, INC.	Independent wealth	Mar 21, 2024	Nov 11, 2025	no	Pompano Beach, FL\|FORT LAUDERDALE, FL	Previous registration
INTEGRATED FINANCIAL STRATEGIES, LLC	No RAUM reported	Dec 15, 2023	Nov 11, 2025	no	Pompano Beach, FL\|FORT LAUDERDALE, FL	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
KESTRA ADVISORY SERVICES, LLC	EXODUS WEALTH, LLC	Mar 4, 2026	Mar 27, 2026	23	Firm change	Ibd to RIA
INTEGRATED FINANCIAL STRATEGIES, LLC	FINANCIAL PLANNING SERVICES, INC.	Nov 11, 2025	Mar 21, 2024	-600	Firm change after gap	RIA to RIA
FINANCIAL PLANNING SERVICES, INC.	KESTRA ADVISORY SERVICES, LLC	Nov 11, 2025	Jun 27, 2025	-137	Firm change after gap	RIA to ibd

Relationships

Registered with (4)

→ EXODUS WEALTH, LLCRegistered adviserregistration: current employment
Mar 27, 2026 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 27, 2025 to Mar 4, 2026factForm ADV
→ INTEGRATED FINANCIAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Dec 15, 2023 to Nov 11, 2025factForm ADV
→ FINANCIAL PLANNING SERVICES, INC.Registered adviserregistration: previous registration
Mar 21, 2024 to Nov 11, 2025factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
Christopher Richard Ferrer left Kestra Advisory Services, Llc for Exodus Wealth, Llc (registered 2026-03-27)
Form ADVobserved 6 days ago
Occurred
Nov 11, 2025
Advisor changed firm
Christopher Richard Ferrer left Financial Planning Services, Inc. for Kestra Advisory Services, Llc (registered 2025-06-27)
Form ADVobserved 6 days ago
Occurred
Nov 11, 2025
Advisor changed firm
Christopher Richard Ferrer left Integrated Financial Strategies, Llc for Financial Planning Services, Inc. (registered 2024-03-21)
Form ADVobserved 6 days ago