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 Allen Egli

Wesbanco Securities, Inc.BD affiliatedGenoa, Oh dual registrantIAPD 3241916

Feed of 09/15/2026

At current firm

1 y

since Sep 3, 2025

In the industry

25 y

since Oct 19, 2000 (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

Registration history

IAPD current and previous registrations

Wesbanco Securities, Inc. BD affiliated current
since Sep 3, 2025 · Perrysburg, Oh
LPL Financial LLC BD affiliated
Jul 1, 2021 to Sep 3, 2025 · Maumee, Oh
Money Concepts Advisory Service BD affiliated
Nov 30, 2012 to Jul 1, 2021 · Maumee, Oh
Citizens Securities, Inc. BD affiliated
Feb 13, 2007 to Nov 20, 2012 · Bowling Green, Oh
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Dec 16, 2005 to Feb 7, 2007 · Woodville, Oh

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Wesbanco Securities, Inc.
left Sep 3, 2025, registered Sep 3, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Money Concepts Advisory Service to LPL Financial LLC
left Jul 1, 2021, registered Jul 1, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Citizens Securities, Inc. to Money Concepts Advisory Service
left Nov 20, 2012, registered Nov 30, 2012 (10 days) · Other
National Planning Corporation ("Npc Of America" In Fl & Ny) to Citizens Securities, Inc.
left Feb 7, 2007, registered Feb 13, 2007 (6 days) · Other

Signals

Christopher Allen Egli left Lpl Financial Llc for Wesbanco Securities, Inc. (registered 2025-09-03)
Sep 3, 2025 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address