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 L. Eklund
Feed of 09/15/2026
At current firm
0 y
since Jan 7, 2026
In the industry
15 y
since Apr 8, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Rfg Advisory, LLC independent RIA currentsince Jan 7, 2026 · Vestavia Hills, Al
- Lincoln Investment independent RIAJan 3, 2025 to Jan 8, 2026 · Pembroke, Ma
- Capital Analysts BD affiliatedApr 12, 2016 to Jan 8, 2026 · Pembroke, Ma
- Msi Financial Services, Inc. formerJan 2, 2015 to Sep 25, 2015 · Marshfield, Ma
- Mariner independent RIAMay 16, 2011 to Sep 23, 2015 · Overland Park,, Ks
- New England Securities Corporation formerMay 11, 2011 to Jan 2, 2015 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Capital Analysts to Lincoln Investmentleft Jan 8, 2026, registered Jan 3, 2025 (-370 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Lincoln Investment to Rfg Advisory, LLCleft Jan 8, 2026, registered Jan 7, 2026 (-1 days) · RIA to RIA · moved with a team
- Msi Financial Services, Inc. to Capital Analystsleft Sep 25, 2015, registered Apr 12, 2016 (200 days) · Other
- Mariner to Msi Financial Services, Inc.left Sep 23, 2015, registered Jan 2, 2015 (-264 days) · Other
- New England Securities Corporation to Marinerleft Jan 2, 2015, registered May 16, 2011 (-1327 days) · Other · moved with a team
Signals
- Christopher L. Eklund left Lincoln Investment for Rfg Advisory, Llc (registered 2026-01-07)Jan 8, 2026 · Advisor changed firm · fact
- Christopher L. Eklund left Capital Analysts for Lincoln Investment (registered 2025-01-03)Jan 8, 2026 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address