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
Cyrus Askari Baravati
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since May 14, 2025
In the industry
14 y
since Sep 1, 2012 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince May 14, 2025 · Tampa, Fl
- Schwab Wealth Advisory, Inc. no RAUMSep 8, 2021 to May 8, 2025 · Phoenix, Az
- Tfo Family Office Partners independent RIAJul 3, 2019 to Aug 2, 2021 · Phoenix, Az
- Schwab Wealth Advisory, Inc. no RAUMJun 26, 2014 to May 31, 2019 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDMar 31, 2014 to Jun 27, 2014 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Schwab Wealth Advisory, Inc. to Concurrent Investment Advisors, LLCleft May 8, 2025, registered May 14, 2025 (6 days) · Other
- Tfo Family Office Partners to Schwab Wealth Advisory, Inc.left Aug 2, 2021, registered Sep 8, 2021 (37 days) · Other
- Schwab Wealth Advisory, Inc. to Tfo Family Office Partnersleft May 31, 2019, registered Jul 3, 2019 (33 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Jun 27, 2014, registered Jun 26, 2014 (-1 days) · channel change inside one enterprise, not a move
Signals
- Cyrus Askari Baravati left Schwab Wealth Advisory, Inc. for Concurrent Investment Advisors, Llc (registered 2025-05-14)May 8, 2025 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address