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 Howard Toadvine
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Jun 4, 2019
In the industry
26 y
since Jan 3, 2000 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Certified Advisory Corp independent RIA currentsince Jun 4, 2019 · Altamonte Springs, Fl
- Stonebridge Financial Planning Group, LLC independent RIAMay 23, 2018 to Jun 3, 2019 · Orlando, Fl
- Edelman Financial Services, LLC formerAug 7, 2014 to Jun 5, 2018 · Fairfax, Va
- Commonwealth Financial Network national BDApr 23, 2007 to Aug 1, 2014 · Maitland, Fl
- Osaic Fa, Inc. formerOct 14, 2002 to Apr 24, 2007 · Orlando, Fl
- Ronald Blue & Co., LLC formerJan 3, 2000 to Nov 6, 2002 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- Stonebridge Financial Planning Group, LLC to Certified Advisory Corpleft Jun 3, 2019, registered Jun 4, 2019 (1 days) · RIA to RIA
- Edelman Financial Services, LLC to Stonebridge Financial Planning Group, LLCleft Jun 5, 2018, registered May 23, 2018 (-13 days) · Affiliated broker-dealer or bank to independent RIA
- Commonwealth Financial Network to Edelman Financial Services, LLCleft Aug 1, 2014, registered Aug 7, 2014 (6 days) · Other
- Osaic Fa, Inc. to Commonwealth Financial Networkleft Apr 24, 2007, registered Apr 23, 2007 (-1 days) · Other
- Ronald Blue & Co., LLC to Osaic Fa, Inc.left Nov 6, 2002, registered Oct 14, 2002 (-23 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address