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
Anil Chacko
Certified Financial Planner
Feed of 09/15/2026
Also filed as Neil Chacko
At current firm
5 y
since Oct 8, 2020
In the industry
24 y
since Dec 21, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ark Alliance Financial LLC state registered currentsince Oct 8, 2020 · Pearland, Tx
- Goodman Financial Corporation independent RIASep 5, 2019 to Sep 1, 2020 · Houston, Tx
- Advice And Planning Services BD affiliatedJul 6, 2007 to Aug 7, 2019 · Houston, Tx
- Banc Of America Investment Services, Inc. unclassifiedOct 20, 2004 to Jun 28, 2007 · Roselle, Nj
- Quick & Reilly, Inc. unclassifiedSep 30, 2004 to Oct 20, 2004 · Summit, Nj
Moves
a registration end followed by a registration begin elsewhere
- Goodman Financial Corporation to Ark Alliance Financial LLCleft Sep 1, 2020, registered Oct 8, 2020 (37 days) · RIA to a state-registered adviser
- Advice And Planning Services to Goodman Financial Corporationleft Aug 7, 2019, registered Sep 5, 2019 (29 days) · Affiliated broker-dealer or bank to independent RIA
- Banc Of America Investment Services, Inc. to Advice And Planning Servicesleft Jun 28, 2007, registered Jul 6, 2007 (8 days) · Other
- Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
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
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address