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

C••••••••• A••••• C•••••••

C•• I••••••••• I••independent RIARochester, Midual registrantIAPD 5972954

Feed of 09/14/2026

Also filed as C••••••••• C•••••••

At current firm

2 y

since Apr 3, 2024

In the industry

12 y

since May 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/christopher-crawford-070b07189reportedadviserinfo.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.

Registration history

IAPD current and previous registrations

C•• I••••••••• I•• independent RIA current
since Apr 3, 2024 · Rochester, Mi
P•••• S••••••••• L•• no RAUM
Aug 11, 2023 to Apr 11, 2024 · Troy, Mi
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Mar 10, 2023 · Boston, Ma
S•••••••• A••••••• L•• national BD
May 11, 2017 to Jul 13, 2018 · Troy, Mi
C••••••• S••••••••• I••• BD affiliated
Sep 8, 2016 to Mar 14, 2017 · Westland, Mi

Moves

a registration end followed by a registration begin elsewhere

P•••• S••••••••• L•• to C•• I••••••••• I••
left Apr 11, 2024, registered Apr 3, 2024 (-8 days) · Affiliated broker-dealer or bank to independent RIA
F••••••• P••••••• A•• W•••••••• A••••••• to P•••• S••••••••• L••
left Mar 10, 2023, registered Aug 11, 2023 (154 days) · Affiliated broker-dealer or bank to another
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
C••••••• S••••••••• I••• to S•••••••• A••••••• L••
left Mar 14, 2017, registered May 11, 2017 (58 days) · Other

Signals

C••••••••• A••••• C••••••• left P•••• S••••••••• L•• for C•• I••••••••• I•• (registered 2024-04-03)
Apr 11, 2024 · Advisor changed firm · fact
C••••••••• A••••• C••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for P•••• S••••••••• L•• (registered 2023-08-11)
Mar 10, 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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address