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 Jerrod Schroeder
Feed of 09/14/2026
At current firm
8 y
since Aug 13, 2018
In the industry
15 y
since Oct 29, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Arvest Wealth Management independent RIA currentsince Aug 13, 2018 · Tulsa, Ok
- Bok Financial Advisors BD affiliatedMar 2, 2015 to Aug 15, 2018 · Owasso, Ok
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Mar 11, 2015 · Tulsa, Ok
- Chase Investment Services Corp. formerJan 10, 2012 to Oct 1, 2012 · Tulsa, Ok
- Securian Financial Services, Inc. formerNov 17, 2010 to Feb 15, 2011 · Tulsa, Ok
Moves
a registration end followed by a registration begin elsewhere
- Bok Financial Advisors to Arvest Wealth Managementleft Aug 15, 2018, registered Aug 13, 2018 (-2 days) · Affiliated broker-dealer or bank to another
- J.P. Morgan Securities LLC to Bok Financial Advisorsleft Mar 11, 2015, registered Mar 2, 2015 (-9 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Securian Financial Services, Inc. to Chase Investment Services Corp.left Feb 15, 2011, registered Jan 10, 2012 (329 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address