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

Christina Ann Lipari

Edward Jonesnational BDApache Junction, Az dual registrantIAPD 4763673

Feed of 09/15/2026

Also filed as Christina A Lipari

At current firm

1 y

since Apr 11, 2025

In the industry

22 y

since Jul 7, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edward Jones national BD current
since Apr 11, 2025 · Apache Junction, Az
Empower Advisory Group, LLC BD affiliated
Jun 24, 2024 to Apr 10, 2025 · Gold Canyon, Az
Pnc Wealth Management BD affiliated
Feb 23, 2022 to Jun 5, 2024 · Scottsdale, Az
J.P. Morgan Securities LLC wirehouse
Dec 20, 2013 to Feb 24, 2022 · Phoenix, Az
Wells Fargo Advisors wirehouse
Aug 17, 2012 to Dec 16, 2013 · Surprise, Az
Chase Investment Services Corp. former
Nov 9, 2009 to Aug 6, 2012 · Glendale, Az
Wells Fargo Investments, LLC unclassified
Oct 11, 2007 to Oct 13, 2008 · Sun City, Az

Moves

a registration end followed by a registration begin elsewhere

Empower Advisory Group, LLC to Edward Jones
left Apr 10, 2025, registered Apr 11, 2025 (1 days) · Affiliated broker-dealer or bank to another
Pnc Wealth Management to Empower Advisory Group, LLC
left Jun 5, 2024, registered Jun 24, 2024 (19 days) · Affiliated broker-dealer or bank to another
J.P. Morgan Securities LLC to Pnc Wealth Management
left Feb 24, 2022, registered Feb 23, 2022 (-1 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Advisors to J.P. Morgan Securities LLC
left Dec 16, 2013, registered Dec 20, 2013 (4 days) · Wirehouse to wirehouse
Chase Investment Services Corp. to Wells Fargo Advisors
left Aug 6, 2012, registered Aug 17, 2012 (11 days) · Other
Wells Fargo Investments, LLC to Chase Investment Services Corp.
left Oct 13, 2008, registered Nov 9, 2009 (392 days) · Other

Signals

Christina Ann Lipari left Empower Advisory Group, Llc for Edward Jones (registered 2025-04-11)
Apr 10, 2025 · Advisor changed firm · fact
Christina Ann Lipari left Pnc Wealth Management for Empower Advisory Group, Llc (registered 2024-06-24)
Jun 5, 2024 · Advisor changed firm · fact
Christina Ann Lipari left J.P. Morgan Securities Llc for Pnc Wealth Management (registered 2022-02-23)
Feb 24, 2022 · 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: National broker-dealer RIAderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address