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 Bryant Packard
Feed of 09/14/2026
Also filed as Chris Packard
At current firm
8 y
since Sep 21, 2017
In the industry
26 y
since Aug 7, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Womack Wealth Management, Inc. independent RIA currentsince Sep 21, 2017 · Manhattan Beach, Ca
- Morgan Stanley wirehouseNov 25, 2014 to Sep 22, 2017 · Los Angeles, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 3, 2003 to Apr 17, 2008 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Womack Wealth Management, Inc.left Sep 22, 2017, registered Sep 21, 2017 (-1 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Apr 17, 2008, registered Nov 25, 2014 (2413 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
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