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 Jordan Lim
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Aug 23, 2024
In the industry
13 y
since Mar 11, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Alongside Wealth Advisors, LLC state registered currentsince Aug 23, 2024 · Nolensville, Tn
- Ronald Blue & Co., LLC formerSep 11, 2015 to Aug 1, 2017 · Santa Ana, Ca
- Mercer Global Advisors Inc. independent RIAMar 12, 2013 to Aug 28, 2015 · Santa Barbara, Ca
Moves
a registration end followed by a registration begin elsewhere
- Ronald Blue & Co., LLC to Alongside Wealth Advisors, LLCleft Aug 1, 2017, registered Aug 23, 2024 (2579 days) · Other
- Mercer Global Advisors Inc. to Ronald Blue & Co., LLCleft Aug 28, 2015, registered Sep 11, 2015 (14 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address