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 L Chakkalapadavil

Charles Schwab & Co., Inc.national BDWestlake, Txdual registrantIAPD 6192084

Feed of 09/14/2026

Also filed as Chris Chakka

At current firm

0 y

since Jul 31, 2026

In the industry

13 y

since May 1, 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

Registration history

IAPD current and previous registrations

Charles Schwab & Co., Inc. national BD current
since Jul 31, 2026 · Westlake, Tx
Cetera Investment Advisers LLC BD affiliated
Nov 26, 2025 to Jul 8, 2026 · Atlanta, Ga
Citizens Securities, Inc. BD affiliated
Sep 11, 2023 to Apr 9, 2025 · East Point, Ga
Truist Advisory Services, Inc. BD affiliated
Aug 31, 2017 to Aug 22, 2023 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Charles Schwab & Co., Inc.
left Jul 8, 2026, registered Jul 31, 2026 (23 days) · Affiliated broker-dealer or bank to another
Citizens Securities, Inc. to Cetera Investment Advisers LLC
left Apr 9, 2025, registered Nov 26, 2025 (231 days) · Affiliated broker-dealer or bank to another
Truist Advisory Services, Inc. to Citizens Securities, Inc.
left Aug 22, 2023, registered Sep 11, 2023 (20 days) · Affiliated broker-dealer or bank to another

Signals

Christopher L Chakkalapadavil left Cetera Investment Advisers Llc for Charles Schwab & Co., Inc. (registered 2026-07-31)
Jul 8, 2026 · Advisor changed firm · fact
Christopher L Chakkalapadavil left Citizens Securities, Inc. for Cetera Investment Advisers Llc (registered 2025-11-26)
Apr 9, 2025 · Advisor changed firm · fact
Christopher L Chakkalapadavil left Truist Advisory Services, Inc. for Citizens Securities, Inc. (registered 2023-09-11)
Aug 22, 2023 · 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: National broker-dealer RIAderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address