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
Oliver Farrell Cragan
Certified Financial Planner
Feed of 09/15/2026
At current firm
5 y
since Feb 18, 2021
In the industry
12 y
since Oct 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Moneta Group Investment Advisors, LLC independent RIA currentsince Feb 18, 2021 · St. Louis, Mo
- The Berry Group formerFeb 7, 2020 to Feb 12, 2021 · Worcester, Ma
- The Berry Group formerOct 18, 2019 to Dec 31, 2019 · Worcester, Ma
- Wells Fargo Advisors wirehouseMar 3, 2015 to Sep 18, 2019 · Worcester, Ma
Moves
a registration end followed by a registration begin elsewhere
- The Berry Group to Moneta Group Investment Advisors, LLCleft Feb 12, 2021, registered Feb 18, 2021 (6 days) · RIA to RIA · moved with a team
- Wells Fargo Advisors to The Berry Groupleft Sep 18, 2019, registered Oct 18, 2019 (30 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address