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 James Casner
Feed of 09/14/2026
Also filed as Chris Casner
At current firm
2 y
since Dec 14, 2023
In the industry
20 y
since Aug 28, 2006 (earliest exam, job or registration)
Prior registered firms
6
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- T. Rowe Price Associates, Inc. asset manager currentsince Dec 14, 2023 · Salt Lake City, Ut
- Sfg Wealth Management independent RIADec 4, 2017 to Dec 31, 2020 · Towson, Md
- Jemma Financial Services independent RIASep 2, 2016 to Dec 4, 2017 · Baltimore, Md
- Realta Investment Advisors, Inc BD affiliatedApr 25, 2016 to Sep 14, 2016 · Baltimore, Md
- Sagepoint Financial, Inc. formerFeb 12, 2015 to Jan 14, 2016 · Baltimore, Md
- Msi Financial Services, Inc. formerJan 27, 2010 to Jan 20, 2015 · Elkridge, Md
- Ameriprise Financial Services, LLC national BDAug 28, 2006 to Jan 6, 2010 · Gaithersburg, Md
Moves
a registration end followed by a registration begin elsewhere
- Sfg Wealth Management to T. Rowe Price Associates, Inc.left Dec 31, 2020, registered Dec 14, 2023 (1078 days) · Other
- Jemma Financial Services to Sfg Wealth Managementleft Dec 4, 2017, registered Dec 4, 2017 (0 days) · Other
- Realta Investment Advisors, Inc to Jemma Financial Servicesleft Sep 14, 2016, registered Sep 2, 2016 (-12 days) · Other · moved with a team
- Sagepoint Financial, Inc. to Realta Investment Advisors, Incleft Jan 14, 2016, registered Apr 25, 2016 (102 days) · Other
- Msi Financial Services, Inc. to Sagepoint Financial, Inc.left Jan 20, 2015, registered Feb 12, 2015 (23 days) · Other
- Ameriprise Financial Services, LLC to Msi Financial Services, Inc.left Jan 6, 2010, registered Jan 27, 2010 (21 days) · Other
Signals
No dated event on this person.
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address