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 Cory O'Connell
Feed of 09/15/2026
At current firm
2 y
since Oct 16, 2023
In the industry
21 y
since Oct 1, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Huntleigh Advisors, Inc. BD affiliated currentsince Oct 16, 2023 · St. Louis, Mo
- Datatex Investment Services Inc formerJul 7, 2006 to Mar 28, 2023 · Clayton, Mo
Moves
a registration end followed by a registration begin elsewhere
- Datatex Investment Services Inc to Huntleigh Advisors, Inc.left Mar 28, 2023, registered Oct 16, 2023 (202 days) · RIA to affiliated broker-dealer or bank · moved with a team
Signals
- Christopher Cory O'Connell left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2023-10-16)Mar 28, 2023 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address