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.
Registered advisor
Peter Michael Crabtree
Feed of 09/14/2026
At current firm
5 y
since Aug 31, 2021
In the industry
13 y
since Apr 10, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- First Advisors National, LLC independent RIA currentsince Aug 31, 2021 · Libertyville, Il
- Prosperity Economics Partners, LLC formerMay 20, 2020 to Jun 1, 2021 · Mundelein, Il
- Osaic Institutions, Inc. BD affiliatedAug 21, 2014 to May 21, 2020 · Mundelein, Il
- Money Concepts Advisory Service BD affiliatedApr 11, 2013 to Aug 22, 2014 · Wilmington, Nc
Moves
a registration end followed by a registration begin elsewhere
- Prosperity Economics Partners, LLC to First Advisors National, LLCleft Jun 1, 2021, registered Aug 31, 2021 (91 days) · Other
- Osaic Institutions, Inc. to Prosperity Economics Partners, LLCleft May 21, 2020, registered May 20, 2020 (-1 days) · Other
- Money Concepts Advisory Service to Osaic Institutions, Inc.left Aug 22, 2014, registered Aug 21, 2014 (-1 days) · Other
Signals
No dated event on this person.
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address