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RIA / WealthAdvisor32 years in industry

MELISSA JANE CROCKETT

Advisor at IS CAPITAL MANAGEMENT

DALLAS, TX

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Search this name across graphsid dfx:ria:724e0038-f4df-5a8d-047d-958d7ca1c0da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 21, 1999 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: IS CAPITAL MANAGEMENT
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: Jul 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 10, 1995
First registration: Sep 21, 1999
Dual registered: no
IAPD individual key: 2551806

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
IS CAPITAL MANAGEMENT	State registered	Jan 13, 2020	n/a	yes	DALLAS, TX	Current employment
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Jul 6, 2018	Dec 2, 2019	no	DALLAS, TX\|GREENSBURG, PA	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	Apr 8, 2008	Jun 29, 2018	no	GARLAND, TX\|FT. LAUDERDALE, FL\|ADDISON, TX\|DALLAS, TX	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Sep 21, 1999	Dec 16, 2004	no	GARLAND, TX	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
TRUSTMONT ADVISORY GROUP, INC.	IS CAPITAL MANAGEMENT	Dec 2, 2019	Jan 13, 2020	42	Firm change	Ibd to state RIA
KOVACK ADVISORS, INC.	TRUSTMONT ADVISORY GROUP, INC.	Jun 29, 2018	Jul 6, 2018	7	Firm change	Ibd to ibd
TRIAD ADVISORS, LLC	KOVACK ADVISORS, INC.	Dec 16, 2004	Apr 8, 2008	1,209	Firm change after gap	Other

Relationships

Registered with (4)

→ IS CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Jan 13, 2020 to presentfactForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Jul 6, 2018 to Dec 2, 2019factForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Apr 8, 2008 to Jun 29, 2018factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 21, 1999 to Dec 16, 2004factForm ADV

Dated events

No dated event names this entity yet.