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
Constance Chilvers Bolen
Feed of 09/14/2026
Also filed as Connie Reed Chilvers
At current firm
0 y
since Jul 2, 2026
In the industry
20 y
since Dec 2, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Truist Advisory Services, Inc. BD affiliated currentsince Jul 2, 2026 · Houston, Tx
- Cetera Investment Advisers LLC BD affiliatedAug 10, 2022 to Jun 16, 2026 · Houston, Tx
- Hancock Whitney Investment Services Inc. independent RIAAug 14, 2019 to Aug 10, 2022 · Baton Rouge, La
- Invest Financial Corporation formerNov 17, 2010 to Nov 18, 2011 · Baton Rouge, La
- Chase Investment Services Corp. formerSep 13, 2006 to Nov 24, 2008 · Baton Rouge, La
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 2, 2005 to Jul 3, 2006 · Baton Rouge, La
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Truist Advisory Services, Inc.left Jun 16, 2026, registered Jul 2, 2026 (16 days) · Affiliated broker-dealer or bank to another
- Hancock Whitney Investment Services Inc. to Cetera Investment Advisers LLCleft Aug 10, 2022, registered Aug 10, 2022 (0 days) · corporate re-registration, not a move
- Invest Financial Corporation to Hancock Whitney Investment Services Inc.left Nov 18, 2011, registered Aug 14, 2019 (2826 days) · Other
- Chase Investment Services Corp. to Invest Financial Corporationleft Nov 24, 2008, registered Nov 17, 2010 (723 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.left Jul 3, 2006, registered Sep 13, 2006 (72 days) · Other
Signals
- Constance Chilvers Bolen left Cetera Investment Advisers Llc for Truist Advisory Services, Inc. (registered 2026-07-02)Jun 16, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address