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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

KEVIN PAUL CRANDELL

Advisor at RUBICON ADVISORS

Redding, CA | REDDING, CA

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Search this name across graphsid dfx:ria:0652fb45-f206-90b3-773a-36eadcd072d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 17, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RUBICON ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 15, 2020
First registration: Jun 17, 2020
Dual registered: yes, broker-dealer
Other names: KEVIN CRANDELL|Kevin Paul Crandell
IAPD individual key: 7229328

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RUBICON ADVISORS	Independent wealth	Jun 21, 2024	n/a	yes	REDDING, CA\|Redding, CA	Current employment
BRIGHT LAKE WEALTH MANAGEMENT, LLC	Independent wealth	Mar 24, 2023	May 28, 2024	no	REDDING, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 14, 2022	Mar 15, 2023	no	ROSEVILLE, CA	Previous registration
EDWARD JONES	National bd RIA	Jun 17, 2020	Jan 27, 2022	no	ST LOUIS, MO\|Redding, CA\|REDDING, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BRIGHT LAKE WEALTH MANAGEMENT, LLC	RUBICON ADVISORS	May 28, 2024	Jun 21, 2024	24	Firm change	RIA to RIA
VALIC FINANCIAL ADVISORS, INC.	BRIGHT LAKE WEALTH MANAGEMENT, LLC	Mar 15, 2023	Mar 24, 2023	9	Firm change	Ibd to RIA
EDWARD JONES	VALIC FINANCIAL ADVISORS, INC.	Jan 27, 2022	Mar 14, 2022	46	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ RUBICON ADVISORSRegistered adviserregistration: current employment
Jun 21, 2024 to presentfactForm ADV
→ BRIGHT LAKE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 24, 2023 to May 28, 2024factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 14, 2022 to Mar 15, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 17, 2020 to Jan 27, 2022factForm ADV

Dated events

Occurred
May 28, 2024
Advisor changed firm
Kevin Paul Crandell left Bright Lake Wealth Management, Llc for Rubicon Advisors (registered 2024-06-21)
Form ADVobserved 6 days ago
Occurred
Mar 15, 2023
Advisor changed firm
Kevin Paul Crandell left Valic Financial Advisors, Inc. for Bright Lake Wealth Management, Llc (registered 2023-03-24)
Form ADVobserved 6 days ago
Occurred
Jan 27, 2022
Advisor changed firm
Kevin Paul Crandell left Edward Jones for Valic Financial Advisors, Inc. (registered 2022-03-14)
Form ADVobserved 6 days ago