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 Cravens & Company Wealth Management
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Woodrow Welch | Cravens & Company Wealth Management independent RIA | Fsc Securities Corporation other | Other | Mar 24, 2026 | Apr 13, 2009 |
| Christopher G Peterson | Cravens & Company Wealth Management other | Core Planning independent RIA | Other | Mar 30, 2017 | Nov 12, 2025 (3149 d) |
| Landon Douglas Vick | Cravens & Company Wealth Management other | Fsc Securities Corporation other | Other | May 20, 2013 | Mar 19, 2007 |
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3 moves match.