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 Crosspoint Capital 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.

AdvisorFromToTypeLeftRegistered
Michael Paul KressCrosspoint Capital Management otherDelta Investment Management, LLC independent RIAOtherFeb 22, 2018Feb 1, 2018
Karen Marie JorgensenCrosspoint Capital Management otherSanctuary Advisors independent RIAOtherJan 25, 2017Jan 13, 2017
Martin Joel ErzingerCrosspoint Capital Management otherSanctuary Advisors independent RIAOtherJan 25, 2017Jan 13, 2017
Kyle Timothy ShealerCrosspoint Capital Management otherQst Capital LLC state registeredOtherJan 20, 2017Feb 14, 2017
Scott Philip PetersCrosspoint Capital Management otherGordian Wealth Advisors, LLC independent RIAOtherDec 31, 2015Jan 1, 2025 (3289 d)
Elliott Samuel ElbazCrosspoint Capital Management otherGordian Capital Management, LLC unclassifiedOtherDec 31, 2015Jun 5, 2012
Michael Allen PhippenCrosspoint Capital Management otherGordian Capital Management, LLC unclassifiedOtherDec 31, 2015Jun 5, 2012
Jason Stephen CheuCrosspoint Capital Management otherGordian Wealth Advisors, LLC no RAUMOtherDec 31, 2015Jan 11, 2016
Andrew Paul WilliamsCrosspoint Capital Management otherGencap Portfolio Management no RAUMOtherNov 17, 2015Nov 12, 2015
Michael Reid VogelCrosspoint Capital Management otherGencap Portfolio Management no RAUMOtherNov 17, 2015Aug 25, 2015
Stephen Andrew BradleyCrosspoint Capital Management otherGencap Portfolio Management otherOtherNov 17, 2015Nov 16, 2015
Travis John MayberryCrosspoint Capital Management otherStrategic Advisers LLC national BDOtherMar 2, 2015Apr 24, 2015 (53 d)
Don Corbin GarmanCrosspoint Capital Management otherMirador Capital Partners no RAUMOtherFeb 9, 2015Jan 27, 2015
Daniel Buntin MurrayCrosspoint Capital Management otherMirador Capital Partners no RAUMOtherFeb 9, 2015Jan 27, 2015
Carol Ann WikleCrosspoint Capital Management otherMirador Capital Partners no RAUMOtherFeb 9, 2015Jan 27, 2015
Audrey Denise GlafkidesCrosspoint Capital Management otherMirador Capital Partners no RAUMOtherFeb 9, 2015Jan 27, 2015
Jason Anthony PfannenstielCrosspoint Capital Management otherMirador Capital Partners no RAUMOtherFeb 9, 2015Jan 27, 2015
Ryan R WellsCrosspoint Capital Management otherRBC Capital Markets, LLC national BDOtherOct 20, 2014Oct 20, 2014
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18 moves match.