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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

DUSTIN CHAD THACKERAY

Advisor at CREWE ADVISORS

SALT LAKE CITY, UT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2005 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: CREWE ADVISORS
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: Jan 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Jan 15, 2005
First registration: Jan 25, 2005
Dual registered: no
IAPD individual key: 4878110

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
CREWE ADVISORS	Independent wealth	Mar 4, 2015	n/a	yes	SALT LAKE CITY, UT	Current employment
OAK LANE ADVISORS	Independent wealth	Aug 1, 2006	Feb 13, 2015	no	CENTERVILLE, UT	Previous registration
PRIVATE CONSULTING GROUP, INC.	n/a	Jun 7, 2006	Dec 8, 2006	no	CENTERVILLE, UT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 25, 2005	Jun 7, 2006	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	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
OAK LANE ADVISORS	CREWE ADVISORS	Feb 13, 2015	Mar 4, 2015	19	Firm change	Other
PRIVATE CONSULTING GROUP, INC.	OAK LANE ADVISORS	Dec 8, 2006	Aug 1, 2006	-129	Firm change after gap	Other
OSAIC FA, INC.	PRIVATE CONSULTING GROUP, INC.	Jun 7, 2006	Jun 7, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ CREWE ADVISORSRegistered adviserregistration: current employment
Mar 4, 2015 to presentfactForm ADV
→ OAK LANE ADVISORSRegistered adviserregistration: previous registration
Aug 1, 2006 to Feb 13, 2015factForm ADV
→ PRIVATE CONSULTING GROUP, INC.Registered adviserregistration: previous registration
Jun 7, 2006 to Dec 8, 2006factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 25, 2005 to Jun 7, 2006factForm ADV

Dated events

No dated event names this entity yet.