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
Anthony Jacob Chisolm
Certified Financial Planner
Feed of 09/15/2026
Also filed as Anthony Jacob Vogel-Chisolm
At current firm
1 y
since Jun 18, 2025
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Arax Advisory Partners BD affiliated currentsince Jun 18, 2025 · New York, Ny
- Schechter Investment Advisors, LLC formerFeb 28, 2020 to Jul 11, 2025 · Birmingham, Mi
- Raymond James & Associates, Inc. national BDSep 26, 2017 to Mar 22, 2019 · Savannah, Ga
- Truist Advisory Services, Inc. BD affiliatedJun 9, 2017 to Sep 27, 2017 · Savannah, Ga
Moves
a registration end followed by a registration begin elsewhere
- Schechter Investment Advisors, LLC to Arax Advisory Partnersleft Jul 11, 2025, registered Jun 18, 2025 (-23 days) · RIA to RIA · moved with a team
- Raymond James & Associates, Inc. to Schechter Investment Advisors, LLCleft Mar 22, 2019, registered Feb 28, 2020 (343 days) · Affiliated broker-dealer or bank to independent RIA
- Truist Advisory Services, Inc. to Raymond James & Associates, Inc.left Sep 27, 2017, registered Sep 26, 2017 (-1 days) · Other · moved with a team
Signals
- Anthony Jacob Chisolm left Schechter Investment Advisors, Llc for Arax Advisory Partners (registered 2025-06-18)Jul 11, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address