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

Karen Nicole Blair

Cjm Wealth Advisers, Ltd.independent RIAFalls Church, VaIA-onlyIAPD 6821913

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Mar 25, 2025

In the industry

10 y

since Aug 1, 2016 (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

Cjm Wealth Advisers, Ltd. independent RIA current
since Mar 25, 2025 · Falls Church, Va
Cassaday & Company, Inc. independent RIA
Jul 5, 2023 to Feb 20, 2025 · Mclean, Va
Osaic Wealth, Inc. BD affiliated
Mar 28, 2023 to Sep 5, 2024 · Mclean, Va
Mason Investment Advisory Services Inc mixed wealth
Jan 1, 2022 to Sep 6, 2022 · Reston, Va

Moves

a registration end followed by a registration begin elsewhere

Cassaday & Company, Inc. to Cjm Wealth Advisers, Ltd.
left Feb 20, 2025, registered Mar 25, 2025 (33 days) · RIA to RIA
Osaic Wealth, Inc. to Cassaday & Company, Inc.
left Sep 5, 2024, registered Jul 5, 2023 (-428 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mason Investment Advisory Services Inc to Osaic Wealth, Inc.
left Sep 6, 2022, registered Mar 28, 2023 (203 days) · RIA to affiliated broker-dealer or bank

Signals

Karen Nicole Blair left Cassaday & Company, Inc. for Cjm Wealth Advisers, Ltd. (registered 2025-03-25)
Feb 20, 2025 · Advisor changed firm · fact
Karen Nicole Blair left Osaic Wealth, Inc. for Cassaday & Company, Inc. (registered 2023-07-05)
Sep 5, 2024 · Advisor changed firm · fact
Karen Nicole Blair left Mason Investment Advisory Services Inc for Osaic Wealth, Inc. (registered 2023-03-28)
Sep 6, 2022 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address