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 Allan Owens
Certified Financial Planner
Feed of 09/14/2026
Also filed as Christopher Owens
At current firm
1 y
since Jul 8, 2025
In the industry
18 y
since Jan 11, 2008 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Blue Rock Financial Group independent RIA currentsince Jul 8, 2025 · Rehoboth Beach, De
- Wealthspire Advisors independent RIAJan 5, 2021 to Jun 24, 2025 · Potomac, Md
- Wealthspire Advisors formerJan 9, 2018 to Dec 31, 2020 · Potomac, Md
- Morgan Stanley wirehouseSep 26, 2017 to Dec 19, 2017 · Potomac, Md
- Spire Wealth Management, LLC BD affiliatedNov 23, 2016 to Dec 8, 2016 · Mclean, Va
- Convergent Wealth Advisors, LLC formerMay 19, 2011 to Oct 31, 2016 · California, Ca
- Wells Fargo Advisors wirehouseFeb 12, 2008 to May 17, 2011 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Blue Rock Financial Groupleft Jun 24, 2025, registered Jul 8, 2025 (14 days) · RIA to RIA
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Jan 5, 2021 (5 days) · corporate re-registration, not a move
- Morgan Stanley to Wealthspire Advisorsleft Dec 19, 2017, registered Jan 9, 2018 (21 days) · Other
- Spire Wealth Management, LLC to Morgan Stanleyleft Dec 8, 2016, registered Sep 26, 2017 (292 days) · Other
- Convergent Wealth Advisors, LLC to Spire Wealth Management, LLCleft Oct 31, 2016, registered Nov 23, 2016 (23 days) · Other
- Wells Fargo Advisors to Convergent Wealth Advisors, LLCleft May 17, 2011, registered May 19, 2011 (2 days) · Other
Signals
- Christopher Allan Owens left Wealthspire Advisors for Blue Rock Financial Group (registered 2025-07-08)Jun 24, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address