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••••••••• M•••••• T••••

U••••• A•••••• G••••independent RIAFranklin, Tn IA-onlyIAPD 4955910

Certified Financial Planner

Feed of 09/14/2026

Also filed as Christopher Michael Calderazzo

At current firm

1 y

since Oct 28, 2024

In the industry

21 y

since Aug 3, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U••••• A•••••• G•••• independent RIA current
since Oct 28, 2024 · Franklin, Tn
B•• P•••••••• I••• BD affiliated
Aug 20, 2019 to Oct 28, 2024 · Brentwood, Tn
H• B•••• I••• former
Mar 29, 2017 to Aug 23, 2019 · Brentwood, Tn
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Jun 22, 2006 to Apr 7, 2017 · Brentwood, Tn
M•• I•••••••• S•••••••• L•• BD affiliated
Aug 26, 2005 to Jun 29, 2006 · Stamford, Ct

Moves

a registration end followed by a registration begin elsewhere

B•• P•••••••• I••• to U••••• A•••••• G••••
left Oct 28, 2024, registered Oct 28, 2024 (0 days) · Affiliated broker-dealer or bank to independent RIA
H• B•••• I••• to B•• P•••••••• I•••
left Aug 23, 2019, registered Aug 20, 2019 (-3 days) · Affiliated broker-dealer or bank to another
C•••••••• I••••••••• R••••••• A•••••••• I••• to H• B•••• I•••
left Apr 7, 2017, registered Mar 29, 2017 (-9 days) · Other
M•• I•••••••• S•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Jun 29, 2006, registered Jun 22, 2006 (-7 days) · Other

Signals

C••••••••• M•••••• T•••• left B•• P•••••••• I••• for U••••• A•••••• G•••• (registered 2024-10-28)
Oct 28, 2024 · a•••••• firm change · 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