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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C••••••••• J•• C•••••

A••••••• W••••• M••••••••• L••independent RIAAtlanta, GaIA-onlyIAPD 2983425

Certified Financial Planner

Feed of 09/14/2026

Also filed as Christopher Cowart

At current firm

2 y

since Mar 19, 2024

In the industry

27 y

since Apr 9, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• W••••• M••••••••• L•• independent RIA current
since Mar 19, 2024 · Atlanta, Ga
M•••••••• F•••••••• P••••••• I••• independent RIA
Sep 20, 2023 to Feb 14, 2024 · Atlanta, Ga
T••••• A••••••• S•••••••• I••• BD affiliated
Sep 9, 2016 to Jun 9, 2023 · Atlanta, Ga
S••••••• I••••••••• S•••••••• I••• former
Sep 12, 2013 to Dec 31, 2016 · Atlanta, Ga
V•••• F•••••••• A•••••••• I••• BD affiliated
Aug 23, 2012 to Aug 22, 2013 · Atlanta, Ga
M••••• S•••••• wirehouse
Mar 9, 2010 to Jun 14, 2012 · Atlanta, Ga
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Sep 27, 2002 to Jan 29, 2009 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

M•••••••• F•••••••• P••••••• I••• to A••••••• W••••• M••••••••• L••
left Feb 14, 2024, registered Mar 19, 2024 (34 days) · Other
T••••• A••••••• S•••••••• I••• to M•••••••• F•••••••• P••••••• I•••
left Jun 9, 2023, registered Sep 20, 2023 (103 days) · Other
S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••
left Dec 31, 2016, registered Sep 9, 2016 (-113 days) · corporate re-registration, not a move
V•••• F•••••••• A•••••••• I••• to S••••••• I••••••••• S•••••••• I•••
left Aug 22, 2013, registered Sep 12, 2013 (21 days) · Other
M••••• S•••••• to V•••• F•••••••• A•••••••• I•••
left Jun 14, 2012, registered Aug 23, 2012 (70 days) · Other
B••• O• A•••••• I••••••••• S•••••••• I••• to M••••• S••••••
left Jan 29, 2009, registered Mar 9, 2010 (404 days) · Other

Signals

C••••••••• J•• C••••• left M•••••••• F•••••••• P••••••• I••• for A••••••• W••••• M••••••••• L•• (registered 2024-03-19)
Feb 14, 2024 · Advisor changed firm · fact
C••••••••• J•• C••••• left T••••• A••••••• S•••••••• I••• for M•••••••• F•••••••• P••••••• I••• (registered 2023-09-20)
Jun 9, 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: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address