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
Louis Tanner Crawford
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Tanner Crawford
At current firm
1 y
since Sep 6, 2025
In the industry
20 y
since May 18, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Sep 6, 2025 · Raleigh, Nc
- Csenge Advisory Group, LLC independent RIAMar 13, 2024 to Apr 10, 2024 · Raleigh, Nc
- Triangle Wealth Management independent RIAJul 17, 2014 to May 11, 2023 · Raleigh, Nc
- Bb&T Asset Management, Inc. unclassifiedMay 19, 2006 to Oct 27, 2010 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Csenge Advisory Group, LLC to Charles Schwab & Co., Inc.left Apr 10, 2024, registered Sep 6, 2025 (514 days) · RIA to affiliated broker-dealer or bank
- Triangle Wealth Management to Csenge Advisory Group, LLCleft May 11, 2023, registered Mar 13, 2024 (307 days) · RIA to RIA
- Bb&T Asset Management, Inc. to Triangle Wealth Managementleft Oct 27, 2010, registered Jul 17, 2014 (1359 days) · Other
Signals
- Louis Tanner Crawford left Csenge Advisory Group, Llc for Charles Schwab & Co., Inc. (registered 2025-09-06)Apr 10, 2024 · Advisor changed firm · fact
- Louis Tanner Crawford left Triangle Wealth Management for Csenge Advisory Group, Llc (registered 2024-03-13)May 11, 2023 · 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
- National broker-dealer RIAderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address