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.
Feed of 09/14/2026
Also filed as Craig Edward Draper
At current firm
6 y
since May 6, 2020
In the industry
28 y
since Oct 22, 1997 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Captrust institutional currentsince May 6, 2020 · Chesterton, In
- Lakeside Wealth Management Group, LLC formerNov 18, 2014 to Jun 30, 2020 · Chesterton, In
- Strategiq Financial Group, LLC formerOct 10, 2008 to Nov 2, 2012 · Merrillville, In
Moves
a registration end followed by a registration begin elsewhere
- Lakeside Wealth Management Group, LLC to Captrustleft Jun 30, 2020, registered May 6, 2020 (-55 days) · Other · moved with a team
- Strategiq Financial Group, LLC to Lakeside Wealth Management Group, LLCleft Nov 2, 2012, registered Nov 18, 2014 (746 days) · Other
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
- Institutional managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address