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
George Flurence Crowley
Feed of 09/15/2026
Also filed as George Flurence Crowley
At current firm
1 y
since Nov 29, 2024
In the industry
32 y
since Feb 9, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Nov 29, 2024 · Tampa, Fl
- Thrivent Advisor Network, LLC BD affiliatedJul 16, 2021 to Dec 24, 2024 · Plainview, Ny
- Professional Planning Services formerJun 23, 2014 to Dec 8, 2014 · Holbrook, Ny
- American Portfolios Advisors, Inc formerJun 2, 2010 to Dec 13, 2011 · Holbrook, Ny
- Equitable Advisors, LLC national BDAug 25, 2009 to May 12, 2010 · Melville, Ny
- Ladenburg Thalmann Asset Management Inc otherMar 23, 2004 to Jan 18, 2006 · Melville, Ny
Moves
a registration end followed by a registration begin elsewhere
- Thrivent Advisor Network, LLC to Concurrent Investment Advisors, LLCleft Dec 24, 2024, registered Nov 29, 2024 (-25 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Professional Planning Services to Thrivent Advisor Network, LLCleft Dec 8, 2014, registered Jul 16, 2021 (2412 days) · Other
- American Portfolios Advisors, Inc to Professional Planning Servicesleft Dec 13, 2011, registered Jun 23, 2014 (923 days) · Other
- Equitable Advisors, LLC to American Portfolios Advisors, Incleft May 12, 2010, registered Jun 2, 2010 (21 days) · Other
- Ladenburg Thalmann Asset Management Inc to Equitable Advisors, LLCleft Jan 18, 2006, registered Aug 25, 2009 (1315 days) · Other
Signals
- George Flurence Crowley left Thrivent Advisor Network, Llc for Concurrent Investment Advisors, Llc (registered 2024-11-29)Dec 24, 2024 · Advisor changed firm · fact
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address