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
Chasten Boen
Feed of 09/14/2026
Also filed as Chasten L Boen
At current firm
1 y
since Mar 31, 2025
In the industry
12 y
since Apr 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Bonne Terre, Mo
- Fidelity Personal And Workplace Advisors formerFeb 9, 2023 to Mar 31, 2025 · Bonne Terre, Mo
- Lanark Financial, Inc. BD affiliatedJun 7, 2019 to Nov 22, 2022 · Bonne Terre, Mo
- First State Financial Management, Inc. unclassifiedJun 28, 2018 to Jun 7, 2019 · Farmington, Mo
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Lanark Financial, Inc. to Fidelity Personal And Workplace Advisorsleft Nov 22, 2022, registered Feb 9, 2023 (79 days) · Affiliated broker-dealer or bank to another
- First State Financial Management, Inc. to Lanark Financial, Inc.left Jun 7, 2019, registered Jun 7, 2019 (0 days) · Other · moved with a team
Signals
- Chasten Boen left Lanark Financial, Inc. for Fidelity Personal And Workplace Advisors (registered 2023-02-09)Nov 22, 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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address