DFX Intelligence
RIA Intelligence
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Registered advisor
C••• B•••
Feed of 09/14/2026
Also filed as Cade C Best
At current firm
1 y
since Mar 31, 2025
In the industry
13 y
since Sep 1, 2013 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S•••••••• A••••••• L•• national BD currentsince Mar 31, 2025 · Mundelein, Il
- F••••••• P••••••• A•• W•••••••• A••••••• formerJan 18, 2022 to Mar 31, 2025 · Salt Lake City, Ut
- E•••••• C•••••• M••••••••• L•• formerOct 21, 2019 to Sep 3, 2021 · Chicago, Il
- J••• M••••• S••••••••• L•• wirehouseApr 4, 2019 to Sep 6, 2019 · Chicago, Il
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 25, 2017 to Mar 14, 2019 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- E•••••• C•••••• M••••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Sep 3, 2021, registered Jan 18, 2022 (137 days) · RIA to affiliated broker-dealer or bank
- J••• M••••• S••••••••• L•• to E•••••• C•••••• M••••••••• L••left Sep 6, 2019, registered Oct 21, 2019 (45 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Mar 14, 2019, registered Apr 4, 2019 (21 days) · Wirehouse to wirehouse · moved with a team
Signals
No dated event on this person.
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
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address