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
Kristie Dawn Cahill
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kristie Cahill
At current firm
1 y
since Jan 8, 2025
In the industry
24 y
since Nov 7, 2001 (earliest exam, job or registration)
Prior registered firms
6
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
- Creativeone Wealth, LLC independent RIA currentsince Jan 8, 2025 · Overland Park, Ks
- Opes Wealth Management, LLC independent RIADec 21, 2018 to Mar 28, 2019 · Menlo Park, Ca
- Opes Advisors, Inc. formerFeb 11, 2014 to Jun 8, 2017 · Cupertino, Ca
- Stancorp Investment Advisers, Inc. otherSep 20, 2011 to Jan 22, 2014 · San Francisco, Ca
- Morgan Stanley wirehouseJan 27, 2011 to Sep 13, 2011 · San Francisco, Ca
- Ameriprise Financial Services, LLC national BDJun 10, 2004 to Dec 10, 2010 · Fresno, Ca
- Morgan Stanley Dw Inc. unclassifiedJan 2, 2003 to Aug 18, 2003 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Opes Wealth Management, LLC to Creativeone Wealth, LLCleft Mar 28, 2019, registered Jan 8, 2025 (2113 days) · RIA to RIA
- Opes Advisors, Inc. to Opes Wealth Management, LLCleft Jun 8, 2017, registered Dec 21, 2018 (561 days) · Other · moved with a team
- Stancorp Investment Advisers, Inc. to Opes Advisors, Inc.left Jan 22, 2014, registered Feb 11, 2014 (20 days) · Other
- Morgan Stanley to Stancorp Investment Advisers, Inc.left Sep 13, 2011, registered Sep 20, 2011 (7 days) · Other
- Ameriprise Financial Services, LLC to Morgan Stanleyleft Dec 10, 2010, registered Jan 27, 2011 (48 days) · Affiliated broker-dealer or bank to wirehouse
- Morgan Stanley Dw Inc. to Ameriprise Financial Services, LLCleft Aug 18, 2003, registered Jun 10, 2004 (297 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address