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 Phillips

Ameritas Advisory Services, LLCBD affiliatedWoodstock, Gadual registrantIAPD 4188739

Feed of 09/14/2026

Also filed as Christopher E Phillips

At current firm

0 y

since Jun 22, 2026

In the industry

26 y

since Jul 27, 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

Ameritas Advisory Services, LLC BD affiliated current
since Jun 22, 2026 · Woodstock, Ga
Voya Retirement Advisors, LLC other
Apr 2, 2024 to Jun 25, 2026 · Windsor, Ct
Mutual Of Omaha Investor Services, Inc. independent RIA
Aug 8, 2022 to Nov 16, 2023 · Omaha, Ne
Ldintelligence LLC former
Mar 23, 2022 to Jul 21, 2022 · Scottsdale, Az
Cuna Brokerage Services, Inc. former
Apr 19, 2013 to Jul 7, 2021 · Waverly, Ia
Voya Financial Partners, LLC former
May 31, 2006 to Apr 5, 2013 · Taylorsville, Nc
Voya Financial Advisors, Inc. BD affiliated
May 1, 2003 to Sep 20, 2005 · Hickory, Nc
Wells Fargo Advisors wirehouse
Jun 21, 2002 to May 8, 2003 · Hickory, Nc
Wachovia Securities, Inc. unclassified
Jan 28, 2002 to Jun 21, 2002 · Hickory, Nc

Moves

a registration end followed by a registration begin elsewhere

Voya Retirement Advisors, LLC to Ameritas Advisory Services, LLC
left Jun 25, 2026, registered Jun 22, 2026 (-3 days) · Other
Mutual Of Omaha Investor Services, Inc. to Voya Retirement Advisors, LLC
left Nov 16, 2023, registered Apr 2, 2024 (138 days) · Other
Ldintelligence LLC to Mutual Of Omaha Investor Services, Inc.
left Jul 21, 2022, registered Aug 8, 2022 (18 days) · Other
Cuna Brokerage Services, Inc. to Ldintelligence LLC
left Jul 7, 2021, registered Mar 23, 2022 (259 days) · Other
Voya Financial Partners, LLC to Cuna Brokerage Services, Inc.
left Apr 5, 2013, registered Apr 19, 2013 (14 days) · Other
Voya Financial Advisors, Inc. to Voya Financial Partners, LLC
left Sep 20, 2005, registered May 31, 2006 (253 days) · Other
Wells Fargo Advisors to Voya Financial Advisors, Inc.
left May 8, 2003, registered May 1, 2003 (-7 days) · Other
Wachovia Securities, Inc. to Wells Fargo Advisors
left Jun 21, 2002, registered Jun 21, 2002 (0 days) · corporate re-registration, not a move

Signals

Christopher Phillips left Voya Retirement Advisors, Llc for Ameritas Advisory Services, Llc (registered 2026-06-22)
Jun 25, 2026 · Advisor changed firm · fact
Christopher Phillips left Mutual Of Omaha Investor Services, Inc. for Voya Retirement Advisors, Llc (registered 2024-04-02)
Nov 16, 2023 · Advisor changed firm · fact
Christopher Phillips left Ldintelligence Llc for Mutual Of Omaha Investor Services, Inc. (registered 2022-08-08)
Jul 21, 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address