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

Craig Brimhall Nelson

Cetera Investment Advisers LLCBD affiliatedSaint George, Ut IA-onlyIAPD 2536023

Feed of 09/15/2026

At current firm

1 y

since Sep 5, 2025

In the industry

32 y

since Sep 13, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Sep 5, 2025 · Saint George, Ut
Avantax Advisory Services former
Aug 5, 2025 to Sep 5, 2025 · Saint George, Ut
Legacy Cornerstone Wealth LLC independent RIA
Jul 26, 2022 to Aug 4, 2025 · Peoria, Az
Lone Peak Advisers independent RIA
Jul 10, 2019 to Sep 20, 2022 · Draper, Ut
Crewe Advisors independent RIA
Mar 13, 2019 to Jul 8, 2019 · Salt Lake City, Ut
LPL Financial LLC BD affiliated
Jan 12, 2012 to Feb 14, 2019 · West Jordan, Ut
Cetera Advisor Networks LLC former
Apr 24, 2008 to Dec 31, 2011 · Draper, Ut
Stone Hill Advisory Services Inc. unclassified
Aug 1, 2002 to Apr 23, 2008 · Salt Lake City, Ut
Osaic Wealth, Inc. BD affiliated
May 30, 2002 to Apr 28, 2008 · American Fork, Ut

Moves

a registration end followed by a registration begin elsewhere

Avantax Advisory Services to Cetera Investment Advisers LLC
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
Legacy Cornerstone Wealth LLC to Avantax Advisory Services
left Aug 4, 2025, registered Aug 5, 2025 (1 days) · RIA to affiliated broker-dealer or bank
Lone Peak Advisers to Legacy Cornerstone Wealth LLC
left Sep 20, 2022, registered Jul 26, 2022 (-56 days) · RIA to RIA
Crewe Advisors to Lone Peak Advisers
left Jul 8, 2019, registered Jul 10, 2019 (2 days) · RIA to RIA
LPL Financial LLC to Crewe Advisors
left Feb 14, 2019, registered Mar 13, 2019 (27 days) · RIA to RIA
Cetera Advisor Networks LLC to LPL Financial LLC
left Dec 31, 2011, registered Jan 12, 2012 (12 days) · Other
Osaic Wealth, Inc. to Stone Hill Advisory Services Inc.
left Apr 28, 2008, registered Aug 1, 2002 (-2097 days) · Other
Stone Hill Advisory Services Inc. to Cetera Advisor Networks LLC
left Apr 23, 2008, registered Apr 24, 2008 (1 days) · Other

Signals

Craig Brimhall Nelson left Legacy Cornerstone Wealth Llc for Avantax Advisory Services (registered 2025-08-05)
Aug 4, 2025 · Advisor changed firm · fact
Craig Brimhall Nelson left Lone Peak Advisers for Legacy Cornerstone Wealth Llc (registered 2022-07-26)
Sep 20, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address