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

P•••••••• B•••• C••••••••

C••••••••• F••••••••independent RIABurr Ridge, Il IA-onlyIAPD 4091183

Feed of 09/15/2026

Also filed as Pai Charasika

At current firm

2 y

since Jan 12, 2024

In the industry

26 y

since Mar 21, 2000 (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

C••••••••• F•••••••• independent RIA current
since Jan 12, 2024 · Asheville, Nc
A••••••• C•••••• M••••••••• I••• state registered
Jan 28, 2021 to Oct 28, 2022 · New Albany, In
M•••••• A••••••• S•••••••• L•• independent RIA
Jan 3, 2020 to Sep 28, 2020 · Louisville, Ky
A••••••• F•••••••• A•••••••• L•• BD affiliated
Dec 15, 2016 to Jun 30, 2017 · Louisville, Ky
T•• P•••••• E••••• L•• unclassified
May 5, 2016 to Aug 23, 2016 · Avon, In
R•••••• J•••• • A••••••••• I••• national BD
Aug 20, 2012 to Aug 5, 2015 · Louisville, Ky
L••••• A•••• M••••••••• L•• independent RIA
Jun 20, 2012 to Aug 23, 2012 · Louisville, Ky
S•••••• N••••••• • C••••••• I••••••••• national BD
Aug 22, 2006 to Mar 22, 2012 · Louisville, Ky
U•• F•••••••• S••••••• I••• wirehouse
Jan 8, 2004 to Sep 8, 2006 · Louisville, Ky

Moves

a registration end followed by a registration begin elsewhere

A••••••• C•••••• M••••••••• I••• to C••••••••• F••••••••
left Oct 28, 2022, registered Jan 12, 2024 (441 days) · Other
M•••••• A••••••• S•••••••• L•• to A••••••• C•••••• M••••••••• I•••
left Sep 28, 2020, registered Jan 28, 2021 (122 days) · RIA to a state-registered adviser
A••••••• F•••••••• A•••••••• L•• to M•••••• A••••••• S•••••••• L••
left Jun 30, 2017, registered Jan 3, 2020 (917 days) · Other
T•• P•••••• E••••• L•• to A••••••• F•••••••• A•••••••• L••
left Aug 23, 2016, registered Dec 15, 2016 (114 days) · Other
R•••••• J•••• • A••••••••• I••• to T•• P•••••• E••••• L••
left Aug 5, 2015, registered May 5, 2016 (274 days) · Other
L••••• A•••• M••••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Aug 23, 2012, registered Aug 20, 2012 (-3 days) · Other
S•••••• N••••••• • C••••••• I••••••••• to L••••• A•••• M••••••••• L••
left Mar 22, 2012, registered Jun 20, 2012 (90 days) · Other
U•• F•••••••• S••••••• I••• to S•••••• N••••••• • C••••••• I•••••••••
left Sep 8, 2006, registered Aug 22, 2006 (-17 days) · Wirehouse to affiliated broker-dealer or bank

Signals

P•••••••• B•••• C•••••••• left A••••••• C•••••• M••••••••• I••• for C••••••••• F•••••••• (registered 2024-01-12)
Oct 28, 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: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address