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.
C•••••• L••• R••
- Professional profile
- linkedin.com/in/crystal-raureportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- O••••• I••••••••• A••••••• L•• independent RIA currentsince Dec 22, 2021 · Sarasota, Fl
- B••••• B••••••• F•••••••• P•••••••• L•• state registered currentsince Dec 7, 2017 · Midland, Tx
- S••••• C•••••• P•••••••• L•• formerAug 26, 2014 to Jun 2, 2016 · Midland, Tx
- L••••••••• F•••••••• A•••••••• L•• independent RIAMay 20, 2010 to Feb 8, 2013 · El Paso, Tx
- U••• F•••••••• P••••••• S••••••• formerJan 2, 2009 to Mar 8, 2010 · San Antonio, Tx
- U••• I••••••••• S••••••• C•••••• no RAUMAug 8, 2007 to Dec 31, 2008 · Phoenix, Az
- S••••• C•••••• P•••••••• L•• to B••••• B••••••• F•••••••• P•••••••• L••left Jun 2, 2016, registered Dec 7, 2017 (553 days) · Other
- L••••••••• F•••••••• A•••••••• L•• to S••••• C•••••• P•••••••• L••left Feb 8, 2013, registered Aug 26, 2014 (564 days) · Other
- U••• F•••••••• P••••••• S••••••• to L••••••••• F•••••••• A•••••••• L••left Mar 8, 2010, registered May 20, 2010 (73 days) · Other
- U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••left Dec 31, 2008, registered Jan 2, 2009 (2 days) · corporate re-registration, not a move
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
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address