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

R••••• P•••••• C••••

C••••• I••••••••• A••••••• L••BD affiliatedTinton Falls, Njdual registrantIAPD 4219066

Feed of 09/14/2026

Also filed as Ronald P Crudo

At current firm

2 y

since Jul 16, 2024

In the industry

22 y

since Nov 17, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Jul 16, 2024 · Tinton Falls, Nj
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Mar 11, 2024 to Jul 18, 2024 · Manahawkin, Nj
L•• F•••••••• L•• BD affiliated
Mar 23, 2020 to Dec 22, 2023 · Wall Township, Nj
M•• I•••••••• S•••••••• L•• BD affiliated
Mar 6, 2019 to Nov 19, 2019 · Warren, Nj
E•••••••• A•••••••• L•• national BD
Sep 25, 2017 to Feb 20, 2019 · Woodbridge, Nj
C•••••• A••••••• L•• asset manager
May 22, 2013 to Aug 9, 2017 · Naperville, Il
C••••••• M••••••••• I••••••••• A•••••••• L•• asset manager
Sep 4, 2009 to Apr 29, 2013 · Jackson, Nj

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••••• I••••••••• A••••••• L••
left Jul 18, 2024, registered Jul 16, 2024 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
L•• F•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Dec 22, 2023, registered Mar 11, 2024 (80 days) · Affiliated broker-dealer or bank to another
M•• I•••••••• S•••••••• L•• to L•• F•••••••• L••
left Nov 19, 2019, registered Mar 23, 2020 (125 days) · Affiliated broker-dealer or bank to another
E•••••••• A•••••••• L•• to M•• I•••••••• S•••••••• L••
left Feb 20, 2019, registered Mar 6, 2019 (14 days) · Affiliated broker-dealer or bank to another · moved with a team
C•••••• A••••••• L•• to E•••••••• A•••••••• L••
left Aug 9, 2017, registered Sep 25, 2017 (47 days) · Other
C••••••• M••••••••• I••••••••• A•••••••• L•• to C•••••• A••••••• L••
left Apr 29, 2013, registered May 22, 2013 (23 days) · Other

Signals

R••••• P•••••• C•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••• I••••••••• A••••••• L•• (registered 2024-07-16)
Jul 18, 2024 · Advisor changed firm · fact
R••••• P•••••• C•••• left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-03-11)
Dec 22, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address