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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B• L••• C•••••••••

W•••• F•••• A•••••••wirehouseKnoxville, Tndual registrantIAPD 2360675

Feed of 09/14/2026

Also filed as Betty Crews

At current firm

3 y

since Apr 6, 2023

In the industry

21 y

since Dec 14, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Apr 6, 2023 · Knoxville, Tn
V•••••••• H•••••••• L•• independent RIA
Feb 6, 2022 to Jun 8, 2023 · Knoxville, Tn
E••••• J•••• national BD
Jul 31, 2014 to Jan 5, 2022 · Oak Ridge, Tn
S••••••• I••••••••• S•••••••• I••• former
Dec 14, 2004 to May 10, 2005 · Knoxville, Tn

Moves

a registration end followed by a registration begin elsewhere

V•••••••• H•••••••• L•• to W•••• F•••• A•••••••
left Jun 8, 2023, registered Apr 6, 2023 (-63 days) · RIA to wirehouse
E••••• J•••• to V•••••••• H•••••••• L••
left Jan 5, 2022, registered Feb 6, 2022 (32 days) · Affiliated broker-dealer or bank to independent RIA
S••••••• I••••••••• S•••••••• I••• to E••••• J••••
left May 10, 2005, registered Jul 31, 2014 (3369 days) · Other

Signals

B• L••• C••••••••• left V•••••••• H•••••••• L•• for W•••• F•••• A••••••• (registered 2023-04-06)
Jun 8, 2023 · Advisor changed firm · fact
B• L••• C••••••••• left E••••• J•••• for V•••••••• H•••••••• L•• (registered 2022-02-06)
Jan 5, 2022 · 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: Wirehousederived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address