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
Chrysantha Sophia Clark
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Jul 12, 2022
In the industry
21 y
since Nov 15, 2004 (earliest exam, job or registration)
Prior registered firms
7
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
- Chrys Financial Planning, LLC state registered currentsince Jul 12, 2022 · Wyoming, Oh
- Pillar Financial Advisors, LLC independent RIASep 23, 2019 to Jul 15, 2022 · Louisville, Ky
- Meridian Wealth Management, LLC independent RIAMay 19, 2015 to Sep 19, 2019 · Lexington, Ky
- Advice And Planning Services BD affiliatedJan 2, 2015 to Apr 21, 2015 · Lexington, Ky
- Stone Fence Wealth Management Group, LLC unclassifiedJun 19, 2014 to Dec 2, 2014 · Lexington, Ky
- Keystone Financial Group, LLC independent RIAMar 27, 2014 to Jun 16, 2014 · Lexington, Ky
- LPL Financial LLC BD affiliatedJun 20, 2013 to Mar 27, 2014 · Lexington, Ky
- Wescott Financial Advisory Group LLC independent RIANov 15, 2004 to Feb 19, 2008 · Philadelphia, Pa
Moves
a registration end followed by a registration begin elsewhere
- Pillar Financial Advisors, LLC to Chrys Financial Planning, LLCleft Jul 15, 2022, registered Jul 12, 2022 (-3 days) · RIA to a state-registered adviser
- Meridian Wealth Management, LLC to Pillar Financial Advisors, LLCleft Sep 19, 2019, registered Sep 23, 2019 (4 days) · RIA to RIA
- Advice And Planning Services to Meridian Wealth Management, LLCleft Apr 21, 2015, registered May 19, 2015 (28 days) · Other
- Stone Fence Wealth Management Group, LLC to Advice And Planning Servicesleft Dec 2, 2014, registered Jan 2, 2015 (31 days) · Other
- Keystone Financial Group, LLC to Stone Fence Wealth Management Group, LLCleft Jun 16, 2014, registered Jun 19, 2014 (3 days) · Other
- LPL Financial LLC to Keystone Financial Group, LLCleft Mar 27, 2014, registered Mar 27, 2014 (0 days) · Other
- Wescott Financial Advisory Group LLC to LPL Financial LLCleft Feb 19, 2008, registered Jun 20, 2013 (1948 days) · Other
Signals
- Chrysantha Sophia Clark left Pillar Financial Advisors, Llc for Chrys Financial Planning, Llc (registered 2022-07-12)Jul 15, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address