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.
Christopher Clay Mcanany
- Title
- Financial Advisorreportedoxfordadvisorygroup.comfirm site, Sep 15, 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.
- Oxford Wealth Group, LLC independent RIA currentsince Jan 31, 2025 · Orlando, Fl
- Capital Analysts BD affiliatedJul 9, 2021 to Aug 29, 2024 · Wellington, Fl
- Lincoln Investment independent RIAJul 6, 2021 to Aug 29, 2024 · Wellington, Fl
- Pruco Securities, LLC no RAUMJan 29, 2021 to Jul 8, 2021 · West Palm Beach, Fl
- Capital Analysts to Oxford Wealth Group, LLCleft Aug 29, 2024, registered Jan 31, 2025 (155 days) · Affiliated broker-dealer or bank to independent RIA
- Lincoln Investment to Capital Analystsleft Aug 29, 2024, registered Jul 9, 2021 (-1147 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Pruco Securities, LLC to Lincoln Investmentleft Jul 8, 2021, registered Jul 6, 2021 (-2 days) · Affiliated broker-dealer or bank to another
- Christopher Clay Mcanany left Capital Analysts for Oxford Wealth Group, Llc (registered 2025-01-31)Aug 29, 2024 · Advisor changed firm · fact
- Christopher Clay Mcanany left Lincoln Investment for Capital Analysts (registered 2021-07-09)Aug 29, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address