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••••••••• J••••• S•••••

M••••• S••••••wirehouseGreenville, Scdual registrantIAPD 5942034

Feed of 09/14/2026

Also filed as Christopher Simcho

At current firm

1 y

since Oct 7, 2024

In the industry

15 y

since Sep 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Oct 7, 2024 · Greenville, Sc
T• A••••••••• I••• former
May 2, 2022 to Oct 14, 2022 · Omaha, Ne
C•••••• S••••• • C••• I••• national BD
Jan 24, 2019 to Oct 4, 2024 · Fort Worth, Tx
J••• M••••• S••••••••• L•• wirehouse
Nov 22, 2017 to Jan 16, 2019 · Round Rock, Tx
K••••• A••••••• S•••••••• L•• BD affiliated
May 25, 2016 to Aug 29, 2017 · Austin, Tx
S•••••••• A••••••• L•• national BD
Jun 4, 2012 to May 25, 2016 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to T• A••••••••• I•••
left Oct 4, 2024, registered May 2, 2022 (-886 days) · Other
T• A••••••••• I••• to M••••• S••••••
left Oct 14, 2022, registered Oct 7, 2024 (724 days) · Other
J••• M••••• S••••••••• L•• to C•••••• S••••• • C••• I•••
left Jan 16, 2019, registered Jan 24, 2019 (8 days) · Wirehouse to affiliated broker-dealer or bank
K••••• A••••••• S•••••••• L•• to J••• M••••• S••••••••• L••
left Aug 29, 2017, registered Nov 22, 2017 (85 days) · Other
S•••••••• A••••••• L•• to K••••• A••••••• S•••••••• L••
left May 25, 2016, registered May 25, 2016 (0 days) · Other

Signals

C••••••••• J••••• S••••• left C•••••• S••••• • C••• I••• for T• A••••••••• I••• (registered 2022-05-02)
Oct 4, 2024 · Advisor changed firm · fact
C••••••••• J••••• S••••• left T• A••••••••• I••• for M••••• S•••••• (registered 2024-10-07)
Oct 14, 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: Wirehousederived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address