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
Chin Po
Feed of 09/15/2026
At current firm
0 y
since Jul 16, 2026
In the industry
37 y
since Mar 1, 1989 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Jul 16, 2026 · Plano, Tx
- Cetera Investment Advisers LLC BD affiliatedSep 5, 2025 to Jul 24, 2026 · Plano, Tx
- Avantax Advisory Services formerJan 10, 2005 to Sep 5, 2025 · Arlington, Tx
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Private Advisor Group, LLCleft Jul 24, 2026, registered Jul 16, 2026 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
Signals
- Chin Po left Cetera Investment Advisers Llc for Private Advisor Group, Llc (registered 2026-07-16)Jul 24, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address