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RIA / WealthAdvisorCertified Financial Planner13 years in industry

ROBINSON POWELL CRAWFORD

Advisor at MONTEBELLO AVENUE

PHOENIX, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2013 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: MONTEBELLO AVENUE
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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 1, 2013
First registration: Nov 15, 2013
Dual registered: no
IAPD individual key: 6072026

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
MONTEBELLO AVENUE	State registered	Mar 27, 2017	n/a	yes	PHOENIX, AZ	Current employment
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Feb 9, 2015	Sep 9, 2016	no	SCOTTSDALE, AZ	Previous registration
PRISM FINANCIAL CONCEPTS	Former SEC adviser	Jan 26, 2015	Sep 7, 2016	no	SCOTTSDALE, AZ	Previous registration
LIFETIME INVESTMENT MANAGEMENT, L.L.C.	n/a	Nov 15, 2013	Dec 31, 2014	no	PHOENIX, AZ	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
FIRST ALLIED ADVISORY SERVICES, INC.	MONTEBELLO AVENUE	Sep 9, 2016	Mar 27, 2017	199	Firm change	Other
PRISM FINANCIAL CONCEPTS	FIRST ALLIED ADVISORY SERVICES, INC.	Sep 7, 2016	Feb 9, 2015	-576	Firm change after gap	Other
LIFETIME INVESTMENT MANAGEMENT, L.L.C.	PRISM FINANCIAL CONCEPTS	Dec 31, 2014	Jan 26, 2015	26	Firm change	Other

Relationships

Registered with (4)

→ MONTEBELLO AVENUERegistered adviserregistration: current employment
Mar 27, 2017 to presentfactForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 9, 2015 to Sep 9, 2016factForm ADV
→ PRISM FINANCIAL CONCEPTSRegistered adviserregistration: previous registration
Jan 26, 2015 to Sep 7, 2016factForm ADV
→ LIFETIME INVESTMENT MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Nov 15, 2013 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.