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.

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Registered advisor

B•••• C••• A•••••••

C•••••• W••••• P•••••••independent RIAAbingdon, VaIA-onlyIAPD 7063690

Certified Financial Planner

Feed of 09/14/2026

Also filed as Cody Anderson

At current firm

0 y

since Jun 3, 2026

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

C•••••• W••••• P••••••• independent RIA current
since Jun 3, 2026 · Abingdon, Va
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to May 19, 2026 · Johnson City, Tn
F••••••• P••••••• A•• W•••••••• A••••••• former
Jun 2, 2021 to Mar 31, 2025 · Kingsport, Tn
E••••• J•••• national BD
May 20, 2019 to May 3, 2021 · Bristol, Va

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to C•••••• W••••• P•••••••
left May 19, 2026, registered Jun 3, 2026 (15 days) · Affiliated broker-dealer or bank to independent RIA
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••••• J•••• to F••••••• P••••••• A•• W•••••••• A•••••••
left May 3, 2021, registered Jun 2, 2021 (30 days) · Affiliated broker-dealer or bank to another

Signals

B•••• C••• A••••••• left S•••••••• A••••••• L•• for C•••••• W••••• P••••••• (registered 2026-06-03)
May 19, 2026 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address