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

W••••• H••••• W••••••

C•••••• L••independent RIARichmond, Va IA-onlyIAPD 2992098

Personal Financial Specialist

Feed of 09/15/2026

Also filed as W••••• H W••••••

At current firm

3 y

since Jan 30, 2023

In the industry

28 y

since Dec 13, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Wealth Managementreportedchoreoadvisors.comfirm site, Sep 15, 2026
Years, as the firm states: 35reportedchoreoadvisors.com“Wes has more than 35 years of experience assisting executives, professionals, business owners and high-net-worth individuals in developing and realizing their personal financial plans.”
Business email: wes.watkins@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
Direct business phone: 720-824-9078reportedchoreoadvisors.comfirm site, Sep 15, 2026
Professional profile: choreoadvisors.com/advisor-teams/wesley-watkinsreportedchoreoadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C•••••• L•• independent RIA current
since Jan 30, 2023 · Richmond, Va
C••••• B•••••• W••••• M••••••••• L•• former
Jan 16, 2008 to Jan 25, 2023 · Richmond, Va
C•••••• L•• independent RIA
Jan 22, 2003 to Dec 17, 2007 · Richmond, Va
V••••••• C••••••••• G••••• L••• unclassified
Feb 17, 1998 to Jan 22, 2003 · Richmond, Va

Moves

a registration end followed by a registration begin elsewhere

C••••• B•••••• W••••• M••••••••• L•• to C•••••• L••
left Jan 25, 2023, registered Jan 30, 2023 (5 days) · RIA to RIA · moved with a team
C•••••• L•• to C••••• B•••••• W••••• M••••••••• L••
left Dec 17, 2007, registered Jan 16, 2008 (30 days) · Other
V••••••• C••••••••• G••••• L••• to C•••••• L••
left Jan 22, 2003, registered Jan 22, 2003 (0 days) · Other

Signals

W••••• H••••• W•••••• left C••••• B•••••• W••••• M••••••••• L•• for C•••••• L•• (registered 2023-01-30)
Jan 25, 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address