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
Christopher Alan Schreur
Feed of 09/15/2026
At current firm
20 y
since Jun 5, 2006
In the industry
33 y
since Jan 4, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- Van Hulzen Financial Advisors independent RIA currentsince Jun 5, 2006 · El Dorado Hills, Ca
- Bardin Financial Services formerJun 5, 2006 to Jul 9, 2014 · Jackson, Ca
- Carret And Company, LLC. unclassifiedDec 10, 2001 to Aug 6, 2002 · Santa Fe, Nm
Moves
a registration end followed by a registration begin elsewhere
- Bardin Financial Services to Van Hulzen Financial Advisorsleft Jul 9, 2014, registered Jun 5, 2006 (-2956 days) · Other
- Carret And Company, LLC. to Bardin Financial Servicesleft Aug 6, 2002, registered Jun 5, 2006 (1399 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address