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 A Zavecz
Certified Financial Planner
Feed of 09/14/2026
At current firm
7 y
since Apr 29, 2019
In the industry
22 y
since Oct 28, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Captrust institutional currentsince Apr 29, 2019 · Bethlehem, Pa
- Mcqueen, Ball & Associates Inc. formerNov 22, 2017 to Sep 30, 2019 · Bethlehem, Pa
- Rkl Private Wealth independent RIAJan 12, 2016 to Jul 13, 2017 · Wyomissing, Pa
- Sterling Financial Advisors, LLC formerOct 28, 2003 to Feb 12, 2016 · Wyomissing, Pa
Moves
a registration end followed by a registration begin elsewhere
- Mcqueen, Ball & Associates Inc. to Captrustleft Sep 30, 2019, registered Apr 29, 2019 (-154 days) · Other · moved with a team
- Rkl Private Wealth to Mcqueen, Ball & Associates Inc.left Jul 13, 2017, registered Nov 22, 2017 (132 days) · Other
- Sterling Financial Advisors, LLC to Rkl Private Wealthleft Feb 12, 2016, registered Jan 12, 2016 (-31 days) · Other · moved with a team
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
- Institutional managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address