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 David Drew

Baytrust Wealth Management, LLCindependent RIATampa, FlIA-onlyIAPD 6425545

Feed of 09/14/2026

Also filed as Christopher D Drew

At current firm

0 y

since Dec 23, 2025

In the industry

19 y

since Jul 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

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

Founder: “Listen to Chris Drew, founder of BayTrust Financial, as he guides you through financial challenges.”reportedbaytrust.comthe sentence on the bio page
Professional profile: baytrust.com/the-money-captain-podcast-chris-drewreportedbaytrust.comfirm site, Sep 16, 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

Baytrust Wealth Management, LLC independent RIA current
since Dec 23, 2025 · Tampa, Fl
Advisory Services Network independent RIA
Sep 14, 2021 to Dec 31, 2025 · Lutz, Fl
J. W. Cole Advisors, Inc. BD affiliated
Apr 18, 2019 to Sep 16, 2021 · Lutz, Fl
Global Financial Private Capital, Inc. former
Sep 2, 2015 to Apr 24, 2019 · Wesley Chapel, Fl
Accurate Wealth Management, LLC unclassified
Mar 16, 2015 to May 11, 2015 · West Chappel, Fl

Moves

a registration end followed by a registration begin elsewhere

Advisory Services Network to Baytrust Wealth Management, LLC
left Dec 31, 2025, registered Dec 23, 2025 (-8 days) · RIA to a newly registered adviser
J. W. Cole Advisors, Inc. to Advisory Services Network
left Sep 16, 2021, registered Sep 14, 2021 (-2 days) · RIA to RIA
Global Financial Private Capital, Inc. to J. W. Cole Advisors, Inc.
left Apr 24, 2019, registered Apr 18, 2019 (-6 days) · corporate re-registration, not a move
Accurate Wealth Management, LLC to Global Financial Private Capital, Inc.
left May 11, 2015, registered Sep 2, 2015 (114 days) · Other · moved with a team

Signals

Christopher David Drew left Advisory Services Network for Baytrust Wealth Management, Llc (registered 2025-12-23)
Dec 31, 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address