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RIA / WealthAdvisordual registered (broker-dealer)28 years in industrynot currently registered

JULIE LYNN CROWE

Advisor at CAPTRUST

RALEIGH, NC

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Search this name across graphsid dfx:ria:b697d77e-0183-9f1e-961e-fdcc1e2a7f62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 18, 2015 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 22, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 22, 1998
First registration: Aug 18, 2015
Dual registered: yes, broker-dealer
IAPD individual key: 3044085

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
Captrust	Institutional manager	Apr 13, 2023	n/a	yes	RALEIGH, NC	Current employment
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 16, 2021	Dec 5, 2022	no	GREENSBORO, NC\|DURHAM, NC	Previous registration
PHOENIX WEALTH ADVISORS INC.	Independent wealth	Jan 19, 2018	Sep 20, 2021	no	CHAPEL HILL, NC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 18, 2015	Jan 5, 2018	no	Chapel Hill, NC	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
CETERA ADVISOR NETWORKS LLC	Captrust	Dec 5, 2022	Apr 13, 2023	129	Firm change	Other
PHOENIX WEALTH ADVISORS INC.	CETERA ADVISOR NETWORKS LLC	Sep 20, 2021	Sep 16, 2021	-4	Firm change	RIA to ibd
CHARLES SCHWAB & CO., INC.	PHOENIX WEALTH ADVISORS INC.	Jan 5, 2018	Jan 19, 2018	14	Firm change	Other

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Apr 13, 2023 to presentfactForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 16, 2021 to Dec 5, 2022factForm ADV
→ PHOENIX WEALTH ADVISORS INC.Registered adviserregistration: previous registration
Jan 19, 2018 to Sep 20, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 18, 2015 to Jan 5, 2018factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 5, 2022
Advisor changed firm
Julie Lynn Crowe left Cetera Advisor Networks Llc for Captrust (registered 2023-04-13)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Julie Lynn Crowe no longer holds an investment adviser registration (last listed at Captrust on the 2026-09-15 feed)