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 Crestwood 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
Peter James CorsiCrestwood Advisors independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseMar 24, 2026Mar 27, 2026
William Nechtem SwerdlickCrestwood Advisors independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankOct 21, 2025May 18, 2026 (209 d)
Thomas Patrick MooneyCrestwood Advisors independent RIAMorton Wealth independent RIARIA to RIAAug 8, 2025Nov 14, 2025 (98 d)
Benjamin Paul RamseyCrestwood Advisors independent RIAFaith And Family Wealth Management state registeredRIA to a state-registered adviserAug 6, 2025Jul 13, 2026 (341 d)
Alina OsokhovskaCrestwood Advisors independent RIAShp Wealth Management, LLC independent RIARIA to RIADec 17, 2024Mar 24, 2025 (97 d)
Janie Marie MonroeCrestwood Advisors independent RIABallentine Partners independent RIARIA to RIAApr 3, 2024Apr 12, 2024
Laurie E StefanowiczCrestwood Advisors independent RIAB Side Partners, LLC state registeredRIA to a state-registered adviserNov 15, 2022Nov 7, 2024 (723 d)
Christopher Michael AutenCrestwood Advisors independent RIAEmpirical Wealth Management independent RIARIA to RIANov 12, 2022Mar 9, 2023 (117 d)
Charles W TricomiCrestwood Advisors independent RIAGreenwich Wealth Management, LLC independent RIARIA to RIAFeb 4, 2022May 28, 2024 (844 d)
Steven Lee JacobsmeierCrestwood Advisors independent RIAOrigin Investment Advisory LLC no RAUMRIA to a newly registered adviserJul 6, 2021Mar 8, 2022 (245 d)
Traci Ann ProvostCrestwood Advisors independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankNov 30, 2020Mar 26, 2021 (116 d)
Alexander Stewart MartlandCrestwood Advisors independent RIAVestmark Advisory Solutions, Inc. asset managerOtherNov 10, 2020Oct 4, 2023 (1058 d)
Brian Michael LowryCrestwood Advisors independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankNov 8, 2018May 9, 2019 (182 d)
Jaclyn Virginia HirlCrestwood Advisors otherLake Street Advisors independent RIAOtherAug 25, 2017May 20, 2019 (633 d)
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14 moves match.