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
Christian Morgan Bagshaw
Feed of 09/14/2026
At current firm
8 y
since Apr 20, 2018
In the industry
31 y
since Aug 17, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
8
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Insigneo Advisory Services, LLC mixed wealth currentsince Apr 20, 2018 · Miami, Fl
- Raymond James & Associates, Inc. national BDSep 6, 2016 to Apr 11, 2018 · Miami, Fl
- Deutsche Bank Securities Inc. no RAUMApr 30, 2004 to Sep 6, 2016 · Miami, Fl
- Wells Fargo Advisors wirehouseJul 1, 2003 to Apr 27, 2004 · Miami, Fl
- Prudential Equity Group, LLC unclassifiedAug 21, 2000 to Jul 1, 2003 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Insigneo Advisory Services, LLCleft Apr 11, 2018, registered Apr 20, 2018 (9 days) · Affiliated broker-dealer or bank to another
- Deutsche Bank Securities Inc. to Raymond James & Associates, Inc.left Sep 6, 2016, registered Sep 6, 2016 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Deutsche Bank Securities Inc.left Apr 27, 2004, registered Apr 30, 2004 (3 days) · Other
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address