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

T••••• C••••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedSouthlake, Txdual registrantIAPD 5023904

Feed of 09/14/2026

Also filed as Travis Hampton Crowell

At current firm

1 y

since May 19, 2025

In the industry

19 y

since Mar 8, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
since May 19, 2025 · Southlake, Tx
A••••••••• F•••••••• S•••••••• L•• national BD
Apr 19, 2024 to Jun 12, 2025 · Southlake, Tx
L•• W•••••• L•• independent RIA
Oct 11, 2021 to Apr 19, 2024 · Edison, Nj
B•• F•••••••• G••••• L•• former
Apr 9, 2012 to Jan 3, 2022 · Hurst, Tx
C•••• I••••••••• S••••••• C•••• former
Nov 10, 2009 to Apr 10, 2012 · Bedford, Tx
A••••••••• F•••••••• S•••••••• L•• national BD
May 3, 2007 to Oct 28, 2009 · The Woodlands, Tx

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jun 12, 2025, registered May 19, 2025 (-24 days) · Affiliated broker-dealer or bank to another · moved with a team
L•• W•••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Apr 19, 2024, registered Apr 19, 2024 (0 days) · RIA to affiliated broker-dealer or bank
B•• F•••••••• G••••• L•• to L•• W•••••• L••
left Jan 3, 2022, registered Oct 11, 2021 (-84 days) · RIA to RIA · moved with a team
C•••• I••••••••• S••••••• C•••• to B•• F•••••••• G••••• L••
left Apr 10, 2012, registered Apr 9, 2012 (-1 days) · Other
A••••••••• F•••••••• S•••••••• L•• to C•••• I••••••••• S••••••• C••••
left Oct 28, 2009, registered Nov 10, 2009 (13 days) · Other

Signals

T••••• C•••••• left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-05-19)
Jun 12, 2025 · Advisor changed firm · fact
T••••• C•••••• left L•• W•••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-04-19)
Apr 19, 2024 · Advisor changed firm · fact
T••••• C•••••• left B•• F•••••••• G••••• L•• for L•• W•••••• L•• (registered 2021-10-11)
Jan 3, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address