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.
D•••• N•••••• C••••
- Title
- Managing Directorreportedintegrity.financialfirm site, Sep 15, 2026
- Years, as the firm states
- 28reportedintegrity.financial“Deann Cross is a distinguished financial advisor and executive leader with an impressive 24-year track record in the investment industry and 28 years in financial services.”
- Professional profile
- integrity.financial/team/deann-crossreportedintegrity.financialfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•••••••• F•••••••• C••••••••• independent RIA currentsince Aug 2, 2007 · Bellevue, Wa
- Z••••••••• C•••••• I••••••••• L•• otherNov 15, 2003 to Jul 26, 2007 · Seattle, Wa
- Z••••••••• C••••••• I••• unclassifiedAug 28, 2001 to Nov 15, 2003 · Seattle, Wa
- Z••••••••• C•••••• I••••••••• L•• to I•••••••• F•••••••• C•••••••••left Jul 26, 2007, registered Aug 2, 2007 (7 days) · Other
- Z••••••••• C••••••• I••• to Z••••••••• C•••••• I••••••••• L••left Nov 15, 2003, registered Nov 15, 2003 (0 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address