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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C••••••• A•• C••••••

C••••••••• F•••••••• N••••••national BDSeattle, Wa dual registrantIAPD 4531914

Feed of 09/14/2026

Also filed as Chery Ann Stankiewicz

At current firm

3 y

since Feb 3, 2023

In the industry

24 y

since Jul 9, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• F•••••••• N•••••• national BD current
since Feb 3, 2023 · Seattle, Wa
S••••••• F•••••••• S•••••••• I••• former
Aug 22, 2016 to Dec 31, 2022 · Seattle, Wa
A••••••••• F•••••••• S•••••••• L•• national BD
Sep 28, 2015 to Jun 9, 2016 · Bellevue, Wa
T••••••• I••••••••• M••••••••• I••• BD affiliated
Jan 17, 2013 to May 6, 2015 · Bellevue, Wa
A••••••••• F•••••••• S•••••••• L•• national BD
Jul 9, 2002 to Jan 20, 2006 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

S••••••• F•••••••• S•••••••• I••• to C••••••••• F•••••••• N••••••
left Dec 31, 2022, registered Feb 3, 2023 (34 days) · RIA to affiliated broker-dealer or bank · moved with a team
A••••••••• F•••••••• S•••••••• L•• to S••••••• F•••••••• S•••••••• I•••
left Jun 9, 2016, registered Aug 22, 2016 (74 days) · Other
T••••••• I••••••••• M••••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left May 6, 2015, registered Sep 28, 2015 (145 days) · Other
A••••••••• F•••••••• S•••••••• L•• to T••••••• I••••••••• M••••••••• I•••
left Jan 20, 2006, registered Jan 17, 2013 (2554 days) · Other

Signals

C••••••• A•• C•••••• left S••••••• F•••••••• S•••••••• I••• for C••••••••• F•••••••• N•••••• (registered 2023-02-03)
Dec 31, 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: National broker-dealer RIAderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address