DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert Douglas Crawford
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bob Crawford
At current firm
5 y
since May 3, 2021
In the industry
30 y
since Jul 1, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Great Valley Advisor Group, LLC independent RIA currentsince May 3, 2021 · Pasadena, Ca
- U.S. Financial Advisors formerSep 20, 2013 to Jun 4, 2021 · Glendale, Ca
- Cta Wealth Advisors, Inc. independent RIAMar 20, 2001 to Sep 27, 2013 · Burbank, Ca
- Cetera Advisor Networks LLC formerDec 15, 1998 to Sep 20, 2013 · Burbank, Ca
Moves
a registration end followed by a registration begin elsewhere
- U.S. Financial Advisors to Great Valley Advisor Group, LLCleft Jun 4, 2021, registered May 3, 2021 (-32 days) · RIA to RIA
- Cta Wealth Advisors, Inc. to U.S. Financial Advisorsleft Sep 27, 2013, registered Sep 20, 2013 (-7 days) · Other
- Cetera Advisor Networks LLC to Cta Wealth Advisors, Inc.left Sep 20, 2013, registered Mar 20, 2001 (-4567 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address