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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C••••••••• T•••••• C••••

L•• E••••••••• L••BD affiliatedPlano, Txdual registrantIAPD 6537695

Certified Financial Planner

Feed of 09/14/2026

Also filed as Cuneo Chris

At current firm

1 y

since Jul 21, 2025

In the industry

11 y

since Aug 1, 2015 (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

Registration history

IAPD current and previous registrations

L•• E••••••••• L•• BD affiliated current
since Jul 21, 2025 · Plano, Tx
A••••• A•• P••••••• S••••••• BD affiliated
Jul 27, 2021 to Jun 11, 2025 · Frisco, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
May 6, 2019 to Oct 7, 2020 · Addison, Tx
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 17, 2018 to Jan 4, 2019 · Plano, Tx
W•••• F•••• A••••••• wirehouse
Jul 6, 2017 to Aug 13, 2018 · Dallas, Tx
W•••••• • R••• former
Jan 22, 2016 to Jul 7, 2017 · Colleyville, Tx

Moves

a registration end followed by a registration begin elsewhere

A••••• A•• P••••••• S••••••• to L•• E••••••••• L••
left Jun 11, 2025, registered Jul 21, 2025 (40 days) · Affiliated broker-dealer or bank to another
U••• I••••••••• S••••••• C•••••• to A••••• A•• P••••••• S•••••••
left Oct 7, 2020, registered Jul 27, 2021 (293 days) · Other
A••••••••• F•••••••• S•••••••• L•• to U••• I••••••••• S••••••• C••••••
left Jan 4, 2019, registered May 6, 2019 (122 days) · Affiliated broker-dealer or bank to another · moved with a team
W•••• F•••• A••••••• to A••••••••• F•••••••• S•••••••• L••
left Aug 13, 2018, registered Oct 17, 2018 (65 days) · Wirehouse to affiliated broker-dealer or bank
W•••••• • R••• to W•••• F•••• A•••••••
left Jul 7, 2017, registered Jul 6, 2017 (-1 days) · Other

Signals

C••••••••• T•••••• C•••• left A••••• A•• P••••••• S••••••• for L•• E••••••••• L•• (registered 2025-07-21)
Jun 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