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
Chad Edward Tepe
Feed of 09/14/2026
At current firm
7 y
since Nov 2, 2018
In the industry
26 y
since Aug 24, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Independent Advisor Alliance, LLC independent RIA currentsince Nov 2, 2018 · Manhattan, Ks
- Independent Financial Partners BD affiliatedMar 20, 2014 to Dec 27, 2018 · Manhattan, Ks
- Commerce Brokerage Services, Inc formerAug 29, 2008 to Mar 21, 2014 · Manhattan, Ks
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Independent Advisor Alliance, LLCleft Dec 27, 2018, registered Nov 2, 2018 (-55 days) · Affiliated broker-dealer or bank to independent RIA
- Commerce Brokerage Services, Inc to Independent Financial Partnersleft Mar 21, 2014, registered Mar 20, 2014 (-1 days) · Other
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