DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Joseph Brian Childrey

Cpr Investments Incindependent RIABellevue, Wa IA-onlyIAPD 1811921

Feed of 09/14/2026

Also filed as Joseph B Childrey

At current firm

2 y

since Nov 15, 2023

In the industry

38 y

since Apr 22, 1988 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/joseph-b-childrey-994baa7reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Cpr Investments Inc independent RIA current
since Nov 15, 2023 · Bellevue, Wa
Ausdal Financial Partners, Inc. independent RIA
May 30, 2019 to Nov 8, 2019 · Bellevue, Wa
Probabilities Fund Management, LLC former
Oct 18, 2007 to Nov 3, 2023 · Bellevue, Wa
Ausdal Financial Partners, Inc. independent RIA
Feb 6, 2007 to Aug 31, 2017 · Davenport, Ia
S & Y Asset Management LLC unclassified
Feb 24, 2006 to May 15, 2006 · San Francisco, Ca
Stone & Youngberg LLC former
Oct 3, 2005 to May 15, 2006 · San Francisco, Ca
Wells Fargo Investments, LLC unclassified
Aug 13, 2001 to Oct 3, 2005 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Probabilities Fund Management, LLC to Ausdal Financial Partners, Inc.
left Nov 3, 2023, registered May 30, 2019 (-1618 days) · RIA to RIA
Ausdal Financial Partners, Inc. to Cpr Investments Inc
left Nov 8, 2019, registered Nov 15, 2023 (1468 days) · RIA to RIA
Ausdal Financial Partners, Inc. to Probabilities Fund Management, LLC
left Aug 31, 2017, registered Oct 18, 2007 (-3605 days) · Other
S & Y Asset Management LLC to Ausdal Financial Partners, Inc.
left May 15, 2006, registered Feb 6, 2007 (267 days) · Other
Stone & Youngberg LLC to S & Y Asset Management LLC
left May 15, 2006, registered Feb 24, 2006 (-80 days) · Other
Wells Fargo Investments, LLC to Stone & Youngberg LLC
left Oct 3, 2005, registered Oct 3, 2005 (0 days) · Other

Signals

Joseph Brian Childrey left Probabilities Fund Management, Llc for Ausdal Financial Partners, Inc. (registered 2019-05-30)
Nov 3, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address