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 Alan Cahill
Certified Financial Planner
Feed of 09/14/2026
At current firm
10 y
since Jan 20, 2016
In the industry
24 y
since Nov 5, 2001 (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
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
- Twelve Points Wealth Management mixed wealth currentsince Jan 20, 2016 · Concord, Ma
- Shepherd Kaplan LLC asset managerJun 23, 2009 to Apr 8, 2016 · Boston, Ma
- Osaic Fa, Inc. formerMay 6, 2002 to Jun 16, 2009 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Shepherd Kaplan LLC to Twelve Points Wealth Managementleft Apr 8, 2016, registered Jan 20, 2016 (-79 days) · Other
- Osaic Fa, Inc. to Shepherd Kaplan LLCleft Jun 16, 2009, registered Jun 23, 2009 (7 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address