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 Cross Financial 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
Robert Randall MorrisonCross Financial Advisors independent RIARock Creek Wealth Management no RAUMRIA to a newly registered adviserFeb 23, 2026Feb 23, 2026
Daniel W RetzlaffCross Financial Advisors independent RIARock Creek Wealth Management no RAUMRIA to a newly registered adviserFeb 23, 2026Feb 18, 2026
Kyle Ryan ParsonsCross Financial Advisors independent RIARock Creek Wealth Management no RAUMRIA to a newly registered adviserFeb 23, 2026Feb 18, 2026
Gregory Scott LesterCross Financial Advisors independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 5, 2025Oct 1, 2025
Hayden Scott PetersonCross Financial Advisors independent RIAFinance Wisdom state registeredRIA to a state-registered adviserJan 3, 2024Jan 2, 2024
Robert Joseph SeverdiaCross Financial Advisors independent RIANest Financial Planning, LLC state registeredRIA to a state-registered adviserOct 5, 2022Oct 7, 2022
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6 moves match.