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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C•••••• M•••••• H••••••••

C••••••• F•••••••• A•••••••• L••state registeredPhoenix, AzIA-onlyIAPD 1976529

Personal Financial Specialist

Feed of 09/14/2026

Also filed as Chuck Hirlinger

At current firm

2 y

since Nov 16, 2023

In the industry

27 y

since Jul 1, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••• F•••••••• A•••••••• L•• state registered current
since Nov 16, 2023 · Phoenix, Az
C•••••• A•••• A••••••• L••• state registered
Apr 20, 2018 to Dec 31, 2023 · Scottsdale, Az
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Jul 18, 2011 to Sep 5, 2018 · Phoenix, Az
C••••• M•••••• independent RIA
Aug 13, 2008 to Jul 7, 2011 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

C•••••• A•••• A••••••• L••• to C••••••• F•••••••• A•••••••• L••
left Dec 31, 2023, registered Nov 16, 2023 (-45 days) · Other
C•••••••• I••••••••• R••••••• A•••••••• I••• to C•••••• A•••• A••••••• L•••
left Sep 5, 2018, registered Apr 20, 2018 (-138 days) · Affiliated broker-dealer or bank to a state-registered adviser · moved with a team
C••••• M•••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Jul 7, 2011, registered Jul 18, 2011 (11 days) · Other

Signals

C•••••• M•••••• H•••••••• left C•••••• A•••• A••••••• L••• for C••••••• F•••••••• A•••••••• L•• (registered 2023-11-16)
Dec 31, 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: STATE REGISTEREDderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address