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

Christopher Todd Chilcoat

MML Investors Services, LLCBD affiliatedTimonium Lutherville, Md dual registrantIAPD 3145499

Feed of 09/15/2026

Also filed as Christopher T Chilcoat

At current firm

0 y

since Jun 29, 2026

In the industry

23 y

since Jan 16, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

MML Investors Services, LLC BD affiliated current
since Jun 29, 2026 · Springfield, Ma
Esi Financial Advisors independent RIA
Aug 8, 2025 to May 18, 2026 · Timonium, Md
Osaic Wealth, Inc. BD affiliated
Aug 24, 2023 to Mar 3, 2025 · Sparks Glencoe, Md
Park Avenue Securities LLC BD affiliated
Sep 28, 2022 to Aug 14, 2023 · New York, Ny
Kestra Advisory Services, LLC BD affiliated
Nov 17, 2021 to Sep 12, 2022 · Lutherville, Md
Hornor, Townsend & Kent, LLC independent RIA
Apr 10, 2015 to Nov 17, 2021 · Towson, Md
Msi Financial Services, Inc. former
Oct 21, 2014 to Feb 9, 2015 · Elkridge, Md
Hornor, Townsend & Kent, LLC independent RIA
Dec 12, 2011 to Aug 12, 2014 · Towson, Md
Deutsche Bank Securities Inc. no RAUM
Aug 16, 2011 to Nov 23, 2011 · Baltimore, Md
Sunset Financial Services, Inc. former
Jun 15, 2010 to Aug 1, 2011 · Timonium, Md
Morgan Stanley & Co. LLC unclassified
Sep 24, 2008 to Apr 20, 2009 · Baltimore, Md
UBS Financial Services Inc. wirehouse
Dec 12, 2006 to Sep 16, 2008 · Baltimore, Md
Ferris, Baker Watts, LLC unclassified
Apr 13, 2005 to Nov 16, 2006 · Baltimore, Md
Legg Mason Wood Walker, Incorporated unclassified
Sep 20, 2004 to Apr 12, 2005 · Baltimore, Md
T. Rowe Price Advisory Services, Inc. BD affiliated
Aug 9, 2004 to Sep 27, 2004 · Baltimore, Md
Legg Mason Wood Walker, Incorporated unclassified
Jan 23, 2003 to Jun 15, 2004 · Baltimore, Md

Moves

a registration end followed by a registration begin elsewhere

Esi Financial Advisors to MML Investors Services, LLC
left May 18, 2026, registered Jun 29, 2026 (42 days) · RIA to affiliated broker-dealer or bank
Osaic Wealth, Inc. to Esi Financial Advisors
left Mar 3, 2025, registered Aug 8, 2025 (158 days) · Affiliated broker-dealer or bank to independent RIA
Park Avenue Securities LLC to Osaic Wealth, Inc.
left Aug 14, 2023, registered Aug 24, 2023 (10 days) · Affiliated broker-dealer or bank to another
Kestra Advisory Services, LLC to Park Avenue Securities LLC
left Sep 12, 2022, registered Sep 28, 2022 (16 days) · Affiliated broker-dealer or bank to another
Hornor, Townsend & Kent, LLC to Kestra Advisory Services, LLC
left Nov 17, 2021, registered Nov 17, 2021 (0 days) · Affiliated broker-dealer or bank to another
Msi Financial Services, Inc. to Hornor, Townsend & Kent, LLC
left Feb 9, 2015, registered Apr 10, 2015 (60 days) · Other
Hornor, Townsend & Kent, LLC to Msi Financial Services, Inc.
left Aug 12, 2014, registered Oct 21, 2014 (70 days) · Other
Deutsche Bank Securities Inc. to Hornor, Townsend & Kent, LLC
left Nov 23, 2011, registered Dec 12, 2011 (19 days) · Other
Sunset Financial Services, Inc. to Deutsche Bank Securities Inc.
left Aug 1, 2011, registered Aug 16, 2011 (15 days) · Other
Morgan Stanley & Co. LLC to Sunset Financial Services, Inc.
left Apr 20, 2009, registered Jun 15, 2010 (421 days) · Other
UBS Financial Services Inc. to Morgan Stanley & Co. LLC
left Sep 16, 2008, registered Sep 24, 2008 (8 days) · Other
Ferris, Baker Watts, LLC to UBS Financial Services Inc.
left Nov 16, 2006, registered Dec 12, 2006 (26 days) · Other
Legg Mason Wood Walker, Incorporated to Ferris, Baker Watts, LLC
left Apr 12, 2005, registered Apr 13, 2005 (1 days) · Other
T. Rowe Price Advisory Services, Inc. to Legg Mason Wood Walker, Incorporated
left Sep 27, 2004, registered Sep 20, 2004 (-7 days) · Other
Legg Mason Wood Walker, Incorporated to T. Rowe Price Advisory Services, Inc.
left Jun 15, 2004, registered Aug 9, 2004 (55 days) · Other

Signals

Christopher Todd Chilcoat no longer holds an investment adviser registration (last listed at Mml Investors Services, Llc on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Christopher Todd Chilcoat left Esi Financial Advisors for Mml Investors Services, Llc (registered 2026-06-29)
May 18, 2026 · Advisor changed firm · fact
Christopher Todd Chilcoat left Osaic Wealth, Inc. for Esi Financial Advisors (registered 2025-08-08)
Mar 3, 2025 · Advisor changed firm · fact
Christopher Todd Chilcoat left Park Avenue Securities Llc for Osaic Wealth, Inc. (registered 2023-08-24)
Aug 14, 2023 · Advisor changed firm · fact
Christopher Todd Chilcoat left Kestra Advisory Services, Llc for Park Avenue Securities Llc (registered 2022-09-28)
Sep 12, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address