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
Joshua Thomas Crossman
Feed of 09/14/2026
At current firm
4 y
since Aug 22, 2022
In the industry
16 y
since Aug 16, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Dakota Wealth, LLC independent RIA currentsince Aug 22, 2022 · Palm Beach Gardens, Fl
- Sharp Financial independent RIAMar 11, 2022 to Aug 26, 2022 · Horsham, Pa
- Svb Wealth independent RIAJun 21, 2017 to Feb 25, 2022 · Palm Beach Gardens, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 26, 2015 to Apr 5, 2017 · Palm Beach Gardens, Fl
- Barclays Capital Inc. formerMar 27, 2015 to Nov 12, 2015 · Palm Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Sharp Financial to Dakota Wealth, LLCleft Aug 26, 2022, registered Aug 22, 2022 (-4 days) · RIA to RIA
- Svb Wealth to Sharp Financialleft Feb 25, 2022, registered Mar 11, 2022 (14 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Svb Wealthleft Apr 5, 2017, registered Jun 21, 2017 (77 days) · Other
- Barclays Capital Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 12, 2015, registered Oct 26, 2015 (-17 days) · Other · moved with a team
Signals
- Joshua Thomas Crossman left Sharp Financial for Dakota Wealth, Llc (registered 2022-08-22)Aug 26, 2022 · Advisor changed firm · fact
- Joshua Thomas Crossman left Svb Wealth for Sharp Financial (registered 2022-03-11)Feb 25, 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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address