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 Crossmark Global Investments, Inc.

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
Jordan Kealaonalani IzumiCrossmark Global Investments, Inc. mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankAug 6, 2026Aug 26, 2026
David John MathesonCrossmark Global Investments, Inc. mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2026Jun 22, 2026
Aaron T BordersCrossmark Global Investments, Inc. mixed wealthEdward Jones national BDRIA to affiliated broker-dealer or bankMay 29, 2024Jul 28, 2025 (425 d)
Courtney FolkertsCrossmark Global Investments, Inc. mixed wealthAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2022Jul 13, 2022
Graham ForssmanCrossmark Global Investments, Inc. mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMar 16, 2021Apr 30, 2021 (45 d)
Danielle La Nise FrazierCrossmark Global Investments, Inc. mixed wealthCrossmark Wealth Management, LLC no RAUMOtherJul 30, 2018Jul 31, 2017
Scott Joseph TallmanCrossmark Global Investments, Inc. otherBelle Haven Investments, L.P. independent RIAOtherJun 30, 2017Aug 6, 2018 (402 d)
Jason Oconner GanttCrossmark Global Investments, Inc. otherConfluence Investment Management LLC otherOtherFeb 24, 2017Oct 10, 2017 (228 d)
Bobby Lee LambCrossmark Global Investments, Inc. otherForvis Mazars Wealth Advisors, LLC independent RIAOtherApr 20, 2016Jan 3, 2024 (2814 d)
Claudia Fraga-ChavarrietaCrossmark Global Investments, Inc. otherFidelity Personal And Workplace Advisors BD affiliatedOtherNov 21, 2011Sep 7, 2023 (4308 d)
Arik Clayton GarnerCrossmark Global Investments, Inc. otherBny Mellon Advisors, Inc. otherOtherNov 10, 2009Dec 4, 2009
David KopijCrossmark Global Investments, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 26, 2005Oct 18, 2011 (2183 d)
Clayton Aaron NallCrossmark Global Investments, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 9, 2004Sep 15, 2004
Page 1 of 1
13 moves match.