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 Crowdstreet Advisors, LLC
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 |
|---|---|---|---|---|---|
| Stephanie Anne Roth | Crowdstreet Advisors, LLC asset manager | Reap Financial Group, LLC independent RIA | Other | Jun 9, 2026 | Aug 25, 2026 (77 d) |
| Graham Edward Macneill | Crowdstreet Advisors, LLC asset manager | Osaic Wealth, Inc. BD affiliated | Other | Feb 21, 2025 | Apr 15, 2025 (53 d) |
| Byul S Jheong | Crowdstreet Advisors, LLC mixed wealth | Meeder Advisory Services, Inc. independent RIA | RIA to RIA | Oct 11, 2024 | Oct 23, 2024 |
| Joshua Thomas Teeters | Crowdstreet Advisors, LLC mixed wealth | Waterloo Capital independent RIA | RIA to RIA | Apr 11, 2024 | Apr 17, 2024 |
| Osbaldo Daniel Martinez | Crowdstreet Advisors, LLC other | Fidelity Personal And Workplace Advisors BD affiliated | Other | Oct 13, 2023 | Feb 8, 2024 (118 d) |
| Jason Philip Powell | Crowdstreet Advisors, LLC other | Fidelity Personal And Workplace Advisors BD affiliated | Other | Oct 2, 2023 | Jan 25, 2024 (115 d) |
| Alexa Schmidt | Crowdstreet Advisors, LLC mixed wealth | Columbia Pacific Wealth Management independent RIA | RIA to RIA | Nov 1, 2022 | Jan 10, 2023 (70 d) |
| David Lien | Crowdstreet Advisors, LLC mixed wealth | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Sep 19, 2022 | Mar 13, 2023 (175 d) |
| Matthew Shreve Collier | Crowdstreet Advisors, LLC mixed wealth | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 13, 2022 | Dec 15, 2025 (1189 d) |
| Edrees Feda | Crowdstreet Advisors, LLC mixed wealth | Lucrum Capital Advisors state registered | RIA to a state-registered adviser | Jul 7, 2022 | Apr 7, 2023 (274 d) |
| Corey Catherine Beal | Crowdstreet Advisors, LLC mixed wealth | Empowering Finance, LLC state registered | RIA to a state-registered adviser | Sep 11, 2020 | Sep 4, 2024 (1454 d) |
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11 moves match.