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
Victoria Gascoigne Crosby
Feed of 09/15/2026
Also filed as Victoria A Gascoigne
At current firm
7 y
since May 10, 2019
In the industry
34 y
since May 29, 1992 (earliest exam, job or registration)
Prior registered firms
7
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Institute independent RIA currentsince May 10, 2019 · Seattle, Wa
- Institute For Wealth Advisors, Inc. formerJan 26, 2017 to Apr 30, 2019 · Seattle, Wa
- Sowell Management independent RIAOct 7, 2016 to Jan 25, 2017 · Seattle, Wa
- Concert Wealth Management formerMay 16, 2013 to Jun 19, 2017 · Seattle, Wa
- Northwest Asset Management independent RIAMar 16, 2012 to May 21, 2013 · Mercer Island, Wa
- Wells Fargo Advisors wirehouseMar 5, 2008 to Mar 19, 2012 · Seattle, Wa
- UBS Financial Services Inc. wirehouseAug 12, 2006 to Mar 12, 2008 · Seattle, Wa
- Piper Sandler & Co. institutionalFeb 8, 1994 to Aug 12, 2006 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Institute For Wealth Advisors, Inc. to The Instituteleft Apr 30, 2019, registered May 10, 2019 (10 days) · RIA to RIA · moved with a team
- Concert Wealth Management to Sowell Managementleft Jun 19, 2017, registered Oct 7, 2016 (-255 days) · Other · moved with a team
- Sowell Management to Institute For Wealth Advisors, Inc.left Jan 25, 2017, registered Jan 26, 2017 (1 days) · Other · moved with a team
- Northwest Asset Management to Concert Wealth Managementleft May 21, 2013, registered May 16, 2013 (-5 days) · Other
- Wells Fargo Advisors to Northwest Asset Managementleft Mar 19, 2012, registered Mar 16, 2012 (-3 days) · Other
- UBS Financial Services Inc. to Wells Fargo Advisorsleft Mar 12, 2008, registered Mar 5, 2008 (-7 days) · Wirehouse to wirehouse
- Piper Sandler & Co. to UBS Financial Services Inc.left Aug 12, 2006, registered Aug 12, 2006 (0 days) · corporate re-registration, not a move
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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address