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RIA / WealthAdvisorCertified Financial Planner14 years in industry

CRYSTAL JEWEL COX

Advisor at WEALTHSPIRE ADVISORS

Madison, WI

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Search this name across graphsid dfx:ria:ed1063f5-9f84-984e-91a0-4756553c8f51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 9, 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: WEALTHSPIRE 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: Jul 26, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 26, 2012
First registration: Dec 9, 2013
Dual registered: no
Other names: Crystal Cox|CRYSTAL JEWEL WIPPERFURTH|Crystal WIPPERFURTH
IAPD individual key: 5933394

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
WEALTHSPIRE ADVISORS	Independent wealth	Jan 4, 2021	n/a	yes	Madison, WI	Current employment
WEALTHSPIRE ADVISORS	Former SEC adviser	Apr 10, 2017	Dec 31, 2020	no	Madison, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 13, 2014	Apr 5, 2017	no	MILWAUKEE, WI\|STOUGHTON, WI\|BARABOO, WI\|DODGEVILLE, WI\|BARABOO, WI\|MADISON, WI\|DODGEVILLE, WI\|MADISON, WI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 9, 2013	Oct 13, 2014	no	WAYZATA, MN	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
WEALTHSPIRE ADVISORS	WEALTHSPIRE ADVISORS	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	RIA to RIA
WELLS FARGO ADVISORS	WEALTHSPIRE ADVISORS	Apr 5, 2017	Apr 10, 2017	5	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Oct 13, 2014	Oct 13, 2014	0	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Jan 4, 2021 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Apr 10, 2017 to Dec 31, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 13, 2014 to Apr 5, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 9, 2013 to Oct 13, 2014factForm ADV

Dated events

No dated event names this entity yet.