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
Aaron Robert Anderson
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
7 y
since Sep 11, 2019
In the industry
19 y
since Oct 11, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
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
- Fit Wealth Management independent RIA currentsince Sep 11, 2019 · Centennial, Co
- Cherry Hills Investment Advisors, Inc. formerJan 27, 2017 to Apr 4, 2017 · Greenwood Village, Co
- Southstate Private Capital Management LLC otherAug 10, 2015 to Oct 22, 2018 · Columbia, Sc
- Cobiz Wealth formerNov 24, 2011 to Aug 12, 2015 · Denver, Co
- Equitable Advisors, LLC national BDOct 19, 2006 to Mar 3, 2010 · Lakewood, Co
Moves
a registration end followed by a registration begin elsewhere
- Southstate Private Capital Management LLC to Cherry Hills Investment Advisors, Inc.left Oct 22, 2018, registered Jan 27, 2017 (-633 days) · Other
- Cherry Hills Investment Advisors, Inc. to Fit Wealth Managementleft Apr 4, 2017, registered Sep 11, 2019 (890 days) · Other
- Cobiz Wealth to Southstate Private Capital Management LLCleft Aug 12, 2015, registered Aug 10, 2015 (-2 days) · Other
- Equitable Advisors, LLC to Cobiz Wealthleft Mar 3, 2010, registered Nov 24, 2011 (631 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address