DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
C••••••••• V••• M•••••••••
Feed of 09/14/2026
Also filed as Chris Maxtonegraham
At current firm
2 y
since Oct 30, 2023
In the industry
31 y
since Jun 1, 1995 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• I••••••••• i••••••••• wealth currentsince Oct 30, 2023 · Dallas, Tx
- M••••• S•••••• wirehouseJul 11, 2014 to Nov 1, 2023 · Dallas, Tx
- R••••• W• B•••• • C•• I••••••••• mixed wealthDec 6, 2010 to Jul 17, 2014 · Dallas, Tx
- J••• M••••• S••••••••• L•• wirehouseApr 20, 2009 to Dec 15, 2010 · Dallas, Tx
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 13, 2008 to May 12, 2009 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M•••••• I•••••••••left Nov 1, 2023, registered Oct 30, 2023 (-2 days) · Wirehouse to independent RIA
- R••••• W• B•••• • C•• I••••••••• to M••••• S••••••left Jul 17, 2014, registered Jul 11, 2014 (-6 days) · Other
- J••• M••••• S••••••••• L•• to R••••• W• B•••• • C•• I•••••••••left Dec 15, 2010, registered Dec 6, 2010 (-9 days) · Other
- C•••••••• G••••• M•••••• I••• to J••• M••••• S••••••••• L••left May 12, 2009, registered Apr 20, 2009 (-22 days) · Other
Signals
- C••••••••• V••• M••••••••• left M••••• S•••••• for M•••••• I••••••••• (registered 2023-10-30)Nov 1, 2023 · 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
- I••••••••• WEALTHderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address