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
Christopher Tyler Thomas
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Dec 4, 2023
In the industry
23 y
since Jul 30, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Macroview Investment Management LLC independent RIA currentsince Dec 4, 2023 · Bethesda, Md
- Triad Advisors, LLC formerFeb 26, 2014 to Feb 6, 2018 · Fulton, Md
- Planning Solutions Group, LLC formerSep 24, 2013 to Sep 10, 2019 · Fulton, Md
- Signator Investors, Inc. formerMar 9, 2004 to Sep 16, 2013 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Planning Solutions Group, LLC to Triad Advisors, LLCleft Sep 10, 2019, registered Feb 26, 2014 (-2022 days) · Other · moved with a team
- Triad Advisors, LLC to Macroview Investment Management LLCleft Feb 6, 2018, registered Dec 4, 2023 (2127 days) · Affiliated broker-dealer or bank to independent RIA
- Signator Investors, Inc. to Planning Solutions Group, LLCleft Sep 16, 2013, registered Sep 24, 2013 (8 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address