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 Crews & Associates, Inc.
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 |
|---|---|---|---|---|---|
| Carter William Lowe | Crews & Associates, Inc. BD affiliated | Financial Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2025 | Mar 7, 2024 |
| Daniel Walter | Crews & Associates, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 4, 2025 | Jun 10, 2026 (279 d) |
| Anthony Robert Henderson | Crews & Associates, Inc. independent RIA | Concourse Financial Group Advisors other | Other | Sep 25, 2015 | Sep 25, 2015 |
| Whitman Tyler Fowlkes | Crews & Associates, Inc. independent RIA | Sylamore Investments LLC state registered | RIA to a state-registered adviser | Feb 24, 2011 | Jul 27, 2016 (1980 d) |
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4 moves match.