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

Chad Jarrett Rixse

Forefrontindependent RIAAustin, Tx IA-onlyIAPD 6427741

Feed of 09/15/2026

At current firm

5 y

since Sep 7, 2021

In the industry

11 y

since Nov 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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

Professional profile: linkedin.com/in/chad-rixsereportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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

Forefront independent RIA current
since Sep 7, 2021 · Austin, Tx
Calton & Associates, Inc. independent RIA
Apr 14, 2020 to Jan 23, 2023 · Tampa, Fl
Independent Financial Partners BD affiliated
May 1, 2019 to Apr 14, 2020 · Anchorage, Ak
Far North Capital unclassified
Dec 6, 2018 to Jul 26, 2019 · Anchorage, Ak
Millennial Wealth independent RIA
Dec 13, 2017 to Dec 5, 2018 · Fall City, Wa
Wells Fargo Advisors wirehouse
Feb 16, 2015 to Aug 29, 2017 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Calton & Associates, Inc. to Forefront
left Jan 23, 2023, registered Sep 7, 2021 (-503 days) · Affiliated broker-dealer or bank to independent RIA
Independent Financial Partners to Calton & Associates, Inc.
left Apr 14, 2020, registered Apr 14, 2020 (0 days) · Affiliated broker-dealer or bank to independent RIA
Far North Capital to Independent Financial Partners
left Jul 26, 2019, registered May 1, 2019 (-86 days) · Other
Millennial Wealth to Far North Capital
left Dec 5, 2018, registered Dec 6, 2018 (1 days) · Other
Wells Fargo Advisors to Millennial Wealth
left Aug 29, 2017, registered Dec 13, 2017 (106 days) · Wirehouse to independent RIA

Signals

Chad Jarrett Rixse left Calton & Associates, Inc. for Forefront (registered 2021-09-07)
Jan 23, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address