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 Crewe Advisors

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
Elias Stephen PatrickCrewe Advisors independent RIADrive Wealth Advisers independent RIARIA to RIAJul 14, 2025Dec 2, 2025 (141 d)
Rachel Marie SeatonCrewe Advisors independent RIAEp Wealth Advisors independent RIARIA to RIAJun 9, 2021Jul 10, 2024 (1127 d)
Diana Schiers GeorgeCrewe Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJul 9, 2019Sep 17, 2019 (70 d)
Craig Brimhall NelsonCrewe Advisors independent RIALone Peak Advisers independent RIARIA to RIAJul 8, 2019Jul 10, 2019
Grant Milo RowanCrewe Advisors independent RIADrive Wealth Advisers independent RIARIA to RIAMar 19, 2019Mar 27, 2019
Brent Alan CochranCrewe Advisors independent RIATownsquare Capital, LLC mixed wealthRIA to RIAJan 22, 2019Jan 17, 2019
Renn Michael OlsenCrewe Advisors independent RIATownsquare Capital, LLC mixed wealthRIA to RIADec 6, 2018Dec 7, 2018
Maria Del Carmen AldereteCrewe Advisors otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 3, 2018Mar 22, 2018 (78 d)
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8 moves match.