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 Davidson

Cambridge Investment Research Advisors, Inc.BD affiliatedRockwall, Tx IA-onlyIAPD 5641264

Feed of 09/15/2026

Also filed as C.J. Davidson

At current firm

1 y

since Dec 19, 2024

In the industry

17 y

since Feb 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cambridge Investment Research Advisors, Inc. BD affiliated current
since Aug 12, 2025 · Rockwall, Tx
Proxy Wealth Advisors LLC independent RIA current
since Dec 19, 2024 · Windermere, Fl
Proxy Freedom unclassified
Jun 30, 2023 to Jan 12, 2026 · Walnut Creek, Ca
United Planners' Financial Services Of America A Limited Partner independent RIA
Sep 26, 2022 to Jan 25, 2023 · Walnut Creek, Ca
Proxy Wealth Advisors LLC independent RIA
Sep 18, 2018 to Sep 15, 2022 · Walnut Creek, Ca
Osaic Fa, Inc. former
Dec 12, 2016 to Sep 20, 2018 · San Ramon, Ca
Msi Financial Services, Inc. former
Feb 5, 2014 to Dec 12, 2016 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Proxy Freedom to Proxy Wealth Advisors LLC
left Jan 12, 2026, registered Dec 19, 2024 (-389 days) · Other
United Planners' Financial Services Of America A Limited Partner to Proxy Freedom
left Jan 25, 2023, registered Jun 30, 2023 (156 days) · Other
Proxy Wealth Advisors LLC to United Planners' Financial Services Of America A Limited Partner
left Sep 15, 2022, registered Sep 26, 2022 (11 days) · RIA to RIA
Osaic Fa, Inc. to Proxy Wealth Advisors LLC
left Sep 20, 2018, registered Sep 18, 2018 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Msi Financial Services, Inc. to Osaic Fa, Inc.
left Dec 12, 2016, registered Dec 12, 2016 (0 days) · Other · moved with a team

Signals

Christopher James Davidson left Proxy Freedom for Proxy Wealth Advisors Llc (registered 2024-12-19)
Jan 12, 2026 · Advisor changed firm · fact
Christopher James Davidson left United Planners' Financial Services Of America A Limited Partner for Proxy Freedom (registered 2023-06-30)
Jan 25, 2023 · Advisor changed firm · fact
Christopher James Davidson left Proxy Wealth Advisors Llc for United Planners' Financial Services Of America A Limited Partner (registered 2022-09-26)
Sep 15, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address