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.

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Registered advisor

C••••• C•••••• S•••••

E•••••• A••••••• G••••• L••BD affiliatedWilliamsburg, Va dual registrantIAPD 5409390

Feed of 09/15/2026

Also filed as Cheryl Corliss Holloway

At current firm

5 y

since Mar 1, 2021

In the industry

18 y

since Oct 25, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• A••••••• G••••• L•• BD affiliated current
since Mar 1, 2021 · Greenwood Village, Co
T••••• A••••••• S•••••••• I••• BD affiliated
Sep 27, 2016 to Feb 22, 2021 · Richmond, Va
S••••••• I••••••••• S•••••••• I••• former
Mar 30, 2016 to Dec 31, 2016 · Richmond, Va
S••••••• I••••••••• S•••••••• I••• former
Aug 2, 2013 to Mar 4, 2015 · Richmond, Va
B•• M••••• S••••••••• C••••••••• other
Jun 3, 2010 to Dec 4, 2012 · Uniondale, Ny
U•• F•••••••• S••••••• I••• wirehouse
Oct 23, 2008 to Sep 23, 2009 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to E•••••• A••••••• G••••• L••
left Feb 22, 2021, registered Mar 1, 2021 (7 days) · Other
S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••
left Dec 31, 2016, registered Sep 27, 2016 (-95 days) · corporate re-registration, not a move
B•• M••••• S••••••••• C••••••••• to S••••••• I••••••••• S•••••••• I•••
left Dec 4, 2012, registered Aug 2, 2013 (241 days) · Other
U•• F•••••••• S••••••• I••• to B•• M••••• S••••••••• C•••••••••
left Sep 23, 2009, registered Jun 3, 2010 (253 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address