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
Christian Graham Nallenweg
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Jul 10, 2024
In the industry
19 y
since Feb 27, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Oxford Financial Group, Ltd independent RIA currentsince Jul 10, 2024 · Carmel, In
- Schwab Wealth Advisory, Inc. no RAUMJun 29, 2018 to Mar 26, 2020 · Indianapolis, In
- Charles Schwab & Co., Inc. national BDOct 3, 2017 to Jul 29, 2020 · Indianapolis, In
- Chase Investment Services Corp. formerJul 24, 2009 to Jun 28, 2011 · Indianapolis, In
- MML Investors Services, LLC BD affiliatedMay 14, 2008 to Jul 23, 2009 · Indianapolis, In
- Ameriprise Financial Services, LLC national BDFeb 27, 2007 to Apr 7, 2008 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Jul 29, 2020, registered Jun 29, 2018 (-761 days) · channel change inside one enterprise, not a move
- Schwab Wealth Advisory, Inc. to Oxford Financial Group, Ltdleft Mar 26, 2020, registered Jul 10, 2024 (1567 days) · Affiliated broker-dealer or bank to independent RIA
- Chase Investment Services Corp. to Charles Schwab & Co., Inc.left Jun 28, 2011, registered Oct 3, 2017 (2289 days) · Other
- MML Investors Services, LLC to Chase Investment Services Corp.left Jul 23, 2009, registered Jul 24, 2009 (1 days) · Other
- Ameriprise Financial Services, LLC to MML Investors Services, LLCleft Apr 7, 2008, registered May 14, 2008 (37 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