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
Charles Anthony Truhlar
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
9 y
since May 12, 2017
In the industry
26 y
since Jan 1, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
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
- Acrylic Financial, Inc. independent RIA currentsince May 12, 2017 · Fountain Hills, Az
- Interactive Financial Advisors independent RIAMar 9, 2017 to Dec 10, 2018 · Fountain Hills, Az
- Gebhardt Group, Inc independent RIAMar 6, 2017 to Dec 3, 2018 · Fountain Hills, Az
- New England Securities Corporation formerMar 11, 2008 to Apr 26, 2010 · Mattoon, Il
- Country Trust Bank unclassifiedApr 25, 2005 to Oct 13, 2006 · Mattoon, Il
Moves
a registration end followed by a registration begin elsewhere
- Interactive Financial Advisors to Acrylic Financial, Inc.left Dec 10, 2018, registered May 12, 2017 (-577 days) · RIA to RIA
- Gebhardt Group, Inc to Interactive Financial Advisorsleft Dec 3, 2018, registered Mar 9, 2017 (-634 days) · Other
- New England Securities Corporation to Gebhardt Group, Incleft Apr 26, 2010, registered Mar 6, 2017 (2506 days) · Other
- Country Trust Bank to New England Securities Corporationleft Oct 13, 2006, registered Mar 11, 2008 (515 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