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

Sarah Benton Walker

Cpc Advisors, LLCindependent RIAAtlanta, Gadual registrantIAPD 4887235

Feed of 09/14/2026

Also filed as Sarah Catherine Benton

At current firm

2 y

since May 28, 2024

In the industry

21 y

since Feb 3, 2005 (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

Cpc Advisors, LLC independent RIA current
since May 28, 2024 · Atlanta, Ga
Ameriprise Financial Services, LLC national BD
Sep 6, 2017 to Mar 19, 2024 · Atlanta, Ga
First Allied Advisory Services, Inc. former
Oct 31, 2011 to Sep 1, 2017 · San Diego, Ca
First Allied Securities, Inc. former
Oct 31, 2011 to Oct 31, 2011 · Birmingham, Al
Fsc Securities Corporation former
Mar 17, 2005 to Nov 21, 2011 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Cpc Advisors, LLC
left Mar 19, 2024, registered May 28, 2024 (70 days) · Affiliated broker-dealer or bank to independent RIA
First Allied Advisory Services, Inc. to Ameriprise Financial Services, LLC
left Sep 1, 2017, registered Sep 6, 2017 (5 days) · Other
Fsc Securities Corporation to First Allied Securities, Inc.
left Nov 21, 2011, registered Oct 31, 2011 (-21 days) · Other
First Allied Securities, Inc. to First Allied Advisory Services, Inc.
left Oct 31, 2011, registered Oct 31, 2011 (0 days) · channel change inside one enterprise, not a move

Signals

Sarah Benton Walker left Ameriprise Financial Services, Llc for Cpc Advisors, Llc (registered 2024-05-28)
Mar 19, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address