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 Perras
Chartered Financial Consultant · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Chris Paul Perras
At current firm
8 y
since Apr 4, 2018
In the industry
13 y
since Jun 23, 2013 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Oak Harvest Investment Services independent RIA currentsince Apr 4, 2018 · Houston, Tx
- Mosaic Advisors independent RIAMay 29, 2014 to Oct 19, 2017 · Houston, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 25, 2013 to Sep 4, 2013 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Mosaic Advisors to Oak Harvest Investment Servicesleft Oct 19, 2017, registered Apr 4, 2018 (167 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Mosaic Advisorsleft Sep 4, 2013, registered May 29, 2014 (267 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address