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••••••••• W• T••••••

I••••••••• P•••••••independent RIAClearwater, Fl IA-onlyIAPD 4657361

Feed of 09/15/2026

Also filed as Chris Tieland

At current firm

1 y

since Jun 2, 2025

In the industry

23 y

since Sep 8, 2003 (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

I••••••••• P••••••• independent RIA current
since Jun 2, 2025 · Beaufort, Sc
H•••••••• A•••••••• L•• BD affiliated
Jul 22, 2024 to Jun 2, 2025 · Birmingham, Al
R••••••••• C•••••• M••••••••• BD affiliated
Apr 22, 2024 to Jun 28, 2024 · Woodmere, Oh
R••••••••• C•••••• M••••••••• BD affiliated
Nov 22, 2019 to Jun 28, 2024 · Independence, Oh
M••••• S•••••• wirehouse
Jun 18, 2014 to Nov 25, 2019 · Pepper Pike, Oh
J••• M••••• S••••••••• L•• wirehouse
Feb 21, 2007 to Jul 11, 2014 · Cleveland, Oh
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 12, 2004 to Feb 22, 2007 · Pepper Pike, Oh

Moves

a registration end followed by a registration begin elsewhere

H•••••••• A•••••••• L•• to I••••••••• P•••••••
left Jun 2, 2025, registered Jun 2, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
R••••••••• C•••••• M••••••••• to R••••••••• C•••••• M•••••••••
left Jun 28, 2024, registered Apr 22, 2024 (-67 days) · channel change inside one enterprise, not a move
R••••••••• C•••••• M••••••••• to H•••••••• A•••••••• L••
left Jun 28, 2024, registered Jul 22, 2024 (24 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to R••••••••• C•••••• M•••••••••
left Nov 25, 2019, registered Nov 22, 2019 (-3 days) · Wirehouse to independent RIA · moved with a team
J••• M••••• S••••••••• L•• to M••••• S••••••
left Jul 11, 2014, registered Jun 18, 2014 (-23 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Feb 22, 2007, registered Feb 21, 2007 (-1 days) · Wirehouse to wirehouse

Signals

C••••••••• W• T•••••• left H•••••••• A•••••••• L•• for I••••••••• P••••••• (registered 2025-06-02)
Jun 2, 2025 · Advisor changed firm · fact
C••••••••• W• T•••••• left R••••••••• C•••••• M••••••••• for H•••••••• A•••••••• L•• (registered 2024-07-22)
Jun 28, 2024 · 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: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address