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

J••••• W•••••• C•••••••••

O•••••••••institutionalOverland Park, Ks IA-onlyIAPD 6102763

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Joe Christianson

At current firm

0 y

since Jun 15, 2026

In the industry

13 y

since Nov 12, 2012 (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

O••••••••• institutional current
since Jun 15, 2026 · Overland Park, Ks
A••••••••• I••••••••• A••••••• mixed wealth
Feb 23, 2024 to Feb 5, 2026 · Tampa, Fl
K••••• A••••••• S•••••••• L•• BD affiliated
Dec 3, 2018 to Feb 27, 2024 · Houston, Tx
U•• F•••••••• S••••••• I••• wirehouse
May 7, 2014 to Jan 13, 2017 · The Woodlands, Tx
I•••••• A•••••••• I••• asset manager
Feb 25, 2014 to May 2, 2014 · Atlanta, Ga
B•••••••• I••••••••• M••••••••• L•• asset manager
Nov 13, 2012 to Feb 24, 2014 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

A••••••••• I••••••••• A••••••• to O•••••••••
left Feb 5, 2026, registered Jun 15, 2026 (130 days) · Other
K••••• A••••••• S•••••••• L•• to A••••••••• I••••••••• A•••••••
left Feb 27, 2024, registered Feb 23, 2024 (-4 days) · Affiliated broker-dealer or bank to independent RIA
U•• F•••••••• S••••••• I••• to K••••• A••••••• S•••••••• L••
left Jan 13, 2017, registered Dec 3, 2018 (689 days) · Wirehouse to affiliated broker-dealer or bank
I•••••• A•••••••• I••• to U•• F•••••••• S••••••• I•••
left May 2, 2014, registered May 7, 2014 (5 days) · Other
B•••••••• I••••••••• M••••••••• L•• to I•••••• A•••••••• I•••
left Feb 24, 2014, registered Feb 25, 2014 (1 days) · Other

Signals

J••••• W•••••• C••••••••• left A••••••••• I••••••••• A••••••• for Onedigital (registered 2026-06-15)
Feb 5, 2026 · Advisor changed firm · fact
J••••• W•••••• C••••••••• left K••••• A••••••• S•••••••• L•• for A••••••••• I••••••••• A••••••• (registered 2024-02-23)
Feb 27, 2024 · 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: Institutional managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address