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
Colbert D. Chang
Certified Financial Planner
Feed of 09/15/2026
Also filed as Colbert David Chang
At current firm
0 y
since Jun 22, 2026
In the industry
17 y
since May 5, 2009 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jun 22, 2026 · St. Louis, Mo
- Strategic Advisers LLC national BDMar 31, 2025 to Jul 6, 2026 · Scottsdale, Az
- Fidelity Personal And Workplace Advisors formerMar 5, 2021 to Mar 31, 2025 · Salt Lake City, Ut
- Advice And Planning Services BD affiliatedMar 4, 2019 to Nov 13, 2020 · Phoenix, Az
- Ronald Blue & Co., LLC formerOct 5, 2016 to Aug 1, 2017 · Tempe, Az
- Vanguard Advisers, Inc. BD affiliatedJun 28, 2016 to Sep 29, 2016 · Scottsdale, Az
- Advice And Planning Services BD affiliatedJul 2, 2014 to May 11, 2016 · Phoenix, Az
- Schwab Wealth Advisory, Inc. no RAUMJan 3, 2012 to Jun 17, 2014 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDMay 6, 2009 to Dec 31, 2011 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Edward Jonesleft Jul 6, 2026, registered Jun 22, 2026 (-14 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Advice And Planning Services to Fidelity Personal And Workplace Advisorsleft Nov 13, 2020, registered Mar 5, 2021 (112 days) · Affiliated broker-dealer or bank to another
- Ronald Blue & Co., LLC to Advice And Planning Servicesleft Aug 1, 2017, registered Mar 4, 2019 (580 days) · Other
- Vanguard Advisers, Inc. to Ronald Blue & Co., LLCleft Sep 29, 2016, registered Oct 5, 2016 (6 days) · Other
- Advice And Planning Services to Vanguard Advisers, Inc.left May 11, 2016, registered Jun 28, 2016 (48 days) · Other
- Schwab Wealth Advisory, Inc. to Advice And Planning Servicesleft Jun 17, 2014, registered Jul 2, 2014 (15 days) · Other
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Dec 31, 2011, registered Jan 3, 2012 (3 days) · corporate re-registration, not a move
Signals
- Colbert D. Chang left Strategic Advisers Llc for Edward Jones (registered 2026-06-22)Jul 6, 2026 · 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
- National broker-dealer RIAderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address