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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Corey Randall Crews

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d333568-dd06-fb0a-b07c-8060681efd15

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 25, 2016 to Sep 15, 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 4
Exams: S66
First exam: May 24, 2016
First registration: May 25, 2016
Dual registered: yes, broker-dealer
Other names: Corey Crews
IAPD individual key: 6576950

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
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 2, 2020	n/a	yes	STAFFORD, VA\|JACKSONVILLE, NC\|WILMINGTON, NC\|JACKSONVILLE, NC\|RICHLANDS, NC\|HOLLY RIDGE, NC\|SWANSBORO, NC\|MIDWAY PARK, NC\|QUANTICO, VA\|BEAUFORT, SC\|JACKSONVILLE, NC\|CAMP LEJEUNE, NC\|NEW BERN, NC	Current employment
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	May 25, 2016	Nov 4, 2020	no	JACKSONVILLE, NC\|STAFFORD, VA	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
CUNA BROKERAGE SERVICES, INC.	LPL FINANCIAL LLC	Nov 4, 2020	Nov 2, 2020	-2	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Nov 2, 2020 to presentfactForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
May 25, 2016 to Nov 4, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d333568-dd06-fb0a-b07c-8060681efd15
First observed: May 25, 2016
Last observed: Sep 15, 2026 5 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.

Corey Randall Crews

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d333568-dd06-fb0a-b07c-8060681efd15

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

Nov 2, 2020

n/a

yes

Current employment

CUNA BROKERAGE SERVICES, INC.

Former SEC adviser

May 25, 2016

Nov 4, 2020

JACKSONVILLE, NC|STAFFORD, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CUNA BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

Nov 4, 2020

Nov 2, 2020

-2

Firm change

Ibd to ibd