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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ADAM HULEN CRUMPLER

Advisor at CORIENT

New York, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 11, 2010 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: CORIENT
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: Jun 11, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 11, 2008
First registration: Nov 11, 2010
Dual registered: no
Other names: ADAM HULEN CRUMPLER|MARION A CRUMPLER|ADAM A CRUMPLER
IAPD individual key: 5432209

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
Corient	Independent wealth	Aug 28, 2026	n/a	yes	New York, NY	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 6, 2017	Aug 10, 2026	no	COLUMBUS, OH\|New York, NY\|New York, NY\|Columbus, OH\|Chicago, IL\|Charlotte, NC\|NEW YORK, NY	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Mar 26, 2015	Jul 18, 2017	no	IRVING, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 11, 2010	Jul 2, 2013	no	WESTLAKE, 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
J.P. MORGAN SECURITIES LLC	Corient	Aug 10, 2026	Aug 28, 2026	18	Firm change	Wirehouse to RIA
AVANTAX ADVISORY SERVICES	J.P. MORGAN SECURITIES LLC	Jul 18, 2017	Sep 6, 2017	50	Firm change	Other
STRATEGIC ADVISERS LLC	AVANTAX ADVISORY SERVICES	Jul 2, 2013	Mar 26, 2015	632	Firm change after gap	Other

Relationships

Registered with (4)

→ CORIENTRegistered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 6, 2017 to Aug 10, 2026factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 26, 2015 to Jul 18, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 11, 2010 to Jul 2, 2013factForm ADV

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
Adam Hulen Crumpler left J.P. Morgan Securities Llc for Corient (registered 2026-08-28)
Form ADVobserved 4 days ago