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.

Advisor moves

Departures from Crestone Asset Management LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Bliss Margaret BernalCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAMay 14, 2024May 17, 2024
Eric John KramerCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAMay 8, 2024May 21, 2024
Matthew Allen WilesCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAMay 8, 2024May 13, 2024
Michael Lester McgowanCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAMay 8, 2024May 15, 2024
Alyssa Cassidy DoCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 15, 2024Apr 18, 2024
Jeffrey M DurkinCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 15, 2024Apr 18, 2024
Christine Haverly BaslerCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 15, 2024Apr 21, 2024
Maria Elizabeth ZesbaughCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 15, 2024Apr 18, 2024
Pascal Ambrose Lyon BrasseyCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 15, 2024Apr 18, 2024
Frank Fisher MountcastleCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 15, 2024Apr 18, 2024
Eliza Davison LeachCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 26, 2024
Taylor Davison GitchoCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 24, 2024
Thomas Peter GallanisCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 21, 2024
Daniel William BartonCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 24, 2024
Cassandra Marie PuhallaCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 21, 2024
Emily Jane MearsCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024May 15, 2024 (33 d)
Kevin Richard ArnoldCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 21, 2024
Koleton GruberCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 22, 2024
Cassidy SteckCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 18, 2024
Tenaya Rose Harrison-MorelockCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 18, 2024
Justine Nicole DecosteCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Jan 1, 2025 (264 d)
Brennan C MccormackCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 18, 2024
James Matthew WalkerCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 21, 2024
Charles Alan OlsonCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024Apr 21, 2024
Miles Nathaniel CookeCrestone Asset Management LLC mixed wealthPathstone independent RIARIA to RIAApr 12, 2024May 20, 2024 (38 d)
Nicole Jennifer ArayaCrestone Asset Management LLC mixed wealthSeven Mile Advisory LLC no RAUMRIA to a newly registered adviserApr 6, 2023Apr 13, 2023
Trevor SchimschockCrestone Asset Management LLC mixed wealthKilterhowling LLC independent RIARIA to RIADec 7, 2022Sep 15, 2025 (1013 d)
Scott Thomas HonigCrestone Asset Management LLC mixed wealthCaz Investments L.P. asset managerOtherNov 29, 2022Jan 12, 2023 (44 d)
Austin Rucker BurksCrestone Asset Management LLC mixed wealthFull Sail Capital, LLC independent RIARIA to RIASep 16, 2022Dec 11, 2022 (86 d)
Jeffrey J BurneyCrestone Asset Management LLC mixed wealthCuri Capital, LLC independent RIARIA to RIAJul 15, 2022Aug 10, 2022
Rachelle MorrisCrestone Asset Management LLC mixed wealthTownsquare Capital, LLC mixed wealthRIA to RIAMay 3, 2022Jul 28, 2022 (86 d)
Kiley Cameron BakerCrestone Asset Management LLC mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 25, 2022Feb 2, 2022
Andrew J RamseyCrestone Asset Management LLC mixed wealthHirtle & Co., LLC otherOtherSep 22, 2020Aug 27, 2020
Jeremy Michael ShevlinCrestone Asset Management LLC independent RIACresset Asset Management, LLC independent RIARIA to RIAJan 2, 2019Jan 17, 2019
Michael John ShermanCrestone Asset Management LLC otherSachem Hill LLC otherOtherNov 10, 2014May 29, 2015 (200 d)
Nicholas Adam DecensoCrestone Asset Management LLC otherCaptrust otherOtherSep 16, 2014Apr 15, 2015 (211 d)
Alex Matthew PaulCrestone Asset Management LLC otherFiduciary Trust International, LLC otherOtherMar 9, 2011May 9, 2011 (61 d)
Peter Jonathan SecristCrestone Asset Management LLC otherCharles Schwab & Co., Inc. national BDOtherDec 24, 2008Nov 12, 2009 (323 d)
Chris Matthew RebichCrestone Asset Management LLC otherAveo Capital Partners, LLC otherOtherNov 21, 2005Mar 17, 2017 (4134 d)
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39 moves match.