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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C••••••••• W• B•••••

O•••••••independent RIABeachwood, Oh dual registrantIAPD 6118848

Feed of 09/14/2026

Also filed as Chris B•••••

At current firm

0 y

since Jan 20, 2026

In the industry

13 y

since Jul 26, 2013 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: President | Wealth Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
Professional profile: onesevenadvisor.com/staff/christopher-bryantreportedonesevenadvisor.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

O••••••• independent RIA current
since Jan 20, 2026 · Salem, Nh
C••• W••••• A••••••• independent RIA
Aug 6, 2024 to Jan 20, 2026 · Long Beach, Ca
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Nov 7, 2017 to Aug 2, 2024 · Westborough, Ma
B••••• H••••• W••••• A•••••••• L•• former
Oct 26, 2017 to Oct 30, 2018 · Acton, Ma
C•••••• S••••• • C••• I••• national BD
Mar 17, 2017 to Oct 30, 2017 · Burlington, Ma

Moves

a registration end followed by a registration begin elsewhere

C••• W••••• A••••••• to O•••••••
left Jan 20, 2026, registered Jan 20, 2026 (0 days) · RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••• W••••• A•••••••
left Aug 2, 2024, registered Aug 6, 2024 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser
B••••• H••••• W••••• A•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Oct 30, 2018, registered Nov 7, 2017 (-357 days) · Other · moved with a team
C•••••• S••••• • C••• I••• to B••••• H••••• W••••• A•••••••• L••
left Oct 30, 2017, registered Oct 26, 2017 (-4 days) · Other · moved with a team

Signals

C••••••••• W• B••••• left C••• W••••• A••••••• for Oneseven (registered 2026-01-20)
Jan 20, 2026 · Advisor changed firm · fact
C••••••••• W• B••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••• W••••• A••••••• (registered 2024-08-06)
Aug 2, 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address