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.
Feed of 09/15/2026
Also filed as Joe Jordan Crosson
At current firm
0 y
since May 6, 2026
In the industry
12 y
since Sep 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Mainstreet Advisors other currentsince May 6, 2026 · Chicago, Il
- Capital Market Advisors, LLC state registered currentsince May 6, 2026 · De Pere, Wi
- Capital Market Advisors, LLC state registeredAug 6, 2025 to May 5, 2026 · De Pere, Wi
- Mainstreet Advisors otherJun 18, 2025 to May 6, 2026 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Mainstreet Advisors to Capital Market Advisors, LLCleft May 6, 2026, registered Aug 6, 2025 (-273 days) · Other
- Capital Market Advisors, LLC to Mainstreet Advisorsleft May 5, 2026, registered May 6, 2026 (1 days) · Other
Signals
- Joseph Jordan Crosson left Mainstreet Advisors for Capital Market Advisors, Llc (registered 2025-08-06)May 6, 2026 · Advisor changed firm · fact
- Joseph Jordan Crosson left Capital Market Advisors, Llc for Mainstreet Advisors (registered 2026-05-06)May 5, 2026 · 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
- Other adviserderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address