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
Chad Ryan Mullen
Feed of 09/14/2026
Also filed as Chad Ryan Mullen
At current firm
0 y
since Jan 12, 2026
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Baytrust Wealth Management, LLC independent RIA currentsince Jan 12, 2026 · Tampa, Fl
- Advisory Services Network independent RIAJan 31, 2024 to Dec 31, 2025 · Tampa, Fl
- Capital Analysts BD affiliatedAug 3, 2023 to Sep 20, 2023 · Atlantic Beach, Fl
- Lincoln Investment independent RIAAug 1, 2023 to Sep 20, 2023 · Palm Beach Gardens, Fl
Moves
a registration end followed by a registration begin elsewhere
- Advisory Services Network to Baytrust Wealth Management, LLCleft Dec 31, 2025, registered Jan 12, 2026 (12 days) · RIA to a newly registered adviser
- Capital Analysts to Advisory Services Networkleft Sep 20, 2023, registered Jan 31, 2024 (133 days) · Affiliated broker-dealer or bank to independent RIA
- Lincoln Investment to Capital Analystsleft Sep 20, 2023, registered Aug 3, 2023 (-48 days) · RIA to affiliated broker-dealer or bank
Signals
- Chad Ryan Mullen left Advisory Services Network for Baytrust Wealth Management, Llc (registered 2026-01-12)Dec 31, 2025 · Advisor changed firm · fact
- Chad Ryan Mullen left Capital Analysts for Advisory Services Network (registered 2024-01-31)Sep 20, 2023 · Advisor changed firm · fact
- Chad Ryan Mullen left Lincoln Investment for Capital Analysts (registered 2023-08-03)Sep 20, 2023 · 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