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.

Current firm

CREST PRIVATE WEALTH, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 15, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 15, 2006

First registration

Jul 28, 2021

Dual registered

yes, broker-dealer

Other names

RANDY WALDRIP

IAPD individual key

5089150

• Occurred

  Jan 25, 2024
  Advisor changed firm

  Randall Todd Waldrip left Realta Investment Advisors, Inc for Crest Private Wealth, Llc (registered 2025-01-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:59861bc4-da1a-c628-efbe-087c1b24fb84

First observed

Jul 28, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.