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
Christian Mcdonald Ramsey
Feed of 09/14/2026
At current firm
3 y
since May 23, 2023
In the industry
21 y
since Oct 8, 2004 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Qria, Inc. state registered currentsince May 23, 2023 · Colorado Springs, Co
- Gwn Securities Inc. BD affiliatedFeb 29, 2016 to May 2, 2023 · Sierra Vista, Az
- Foothill Securities, Inc. formerJan 26, 2009 to Feb 10, 2016 · Santa Clara, Ca
- Qa3 Financial LLC unclassifiedApr 5, 2005 to Jan 22, 2009 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Gwn Securities Inc. to Qria, Inc.left May 2, 2023, registered May 23, 2023 (21 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Foothill Securities, Inc. to Gwn Securities Inc.left Feb 10, 2016, registered Feb 29, 2016 (19 days) · Other
- Qa3 Financial LLC to Foothill Securities, Inc.left Jan 22, 2009, registered Jan 26, 2009 (4 days) · Other
Signals
- Christian Mcdonald Ramsey left Gwn Securities Inc. for Qria, Inc. (registered 2023-05-23)May 2, 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address