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••••••••• M••• B•••••••

L•• E••••••••• L••BD affiliatedWest Columbia, Sc dual registrantIAPD 4585788

Feed of 09/14/2026

Also filed as Chris Burnette

At current firm

1 y

since Jun 25, 2025

In the industry

21 y

since May 5, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• E••••••••• L•• BD affiliated current
since Jun 25, 2025 · West Columbia, Sc
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 29, 2023 to Mar 31, 2025 · Columbia, Sc
C••••• A•••••• N••••••• L•• former
Oct 5, 2022 to Jun 29, 2023 · Columbia, Sc
P•••• S••••••••• L•• no RAUM
Jun 23, 2020 to Oct 4, 2022 · Columbia, Sc
M••••• O• O•••• I••••••• S•••••••• I••• independent RIA
Aug 27, 2019 to Jun 15, 2020 · Columbia, Sc
O•••• F•• I••• former
Jun 10, 2009 to Sep 19, 2014 · Columbia, Sc
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Apr 13, 2009 · Columbia, Sc
M••••• S•••••• D• I••• unclassified
May 9, 2005 to Apr 2, 2007 · Columbia, Sc

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to L•• E••••••••• L••
left Mar 31, 2025, registered Jun 25, 2025 (86 days) · Affiliated broker-dealer or bank to another
C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
P•••• S••••••••• L•• to C••••• A•••••• N••••••• L••
left Oct 4, 2022, registered Oct 5, 2022 (1 days) · Affiliated broker-dealer or bank to another
M••••• O• O•••• I••••••• S•••••••• I••• to P•••• S••••••••• L••
left Jun 15, 2020, registered Jun 23, 2020 (8 days) · Other
O•••• F•• I••• to M••••• O• O•••• I••••••• S•••••••• I•••
left Sep 19, 2014, registered Aug 27, 2019 (1803 days) · Other
M••••• S•••••• • C•• L•• to O•••• F•• I•••
left Apr 13, 2009, registered Jun 10, 2009 (58 days) · Other
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

C••••••••• M••• B••••••• left C••••• I••••••••• A••••••• L•• for L•• E••••••••• L•• (registered 2025-06-25)
Mar 31, 2025 · a•••••• firm change · fact
C••••••••• M••• B••••••• left P•••• S••••••••• L•• for C••••• A•••••• N••••••• L•• (registered 2022-10-05)
Oct 4, 2022 · a•••••• firm change · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address