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

Arrivals at Crawford Investment Counsel 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.

AdvisorFromToTypeLeftRegistered
Alan Karlis LaneTidal Creek Capital Advisors independent RIACrawford Investment Counsel Inc independent RIARIA to RIADec 26, 2024Feb 14, 2025 (50 d)
David Robert BockelResource Planning Group, Ltd. independent RIACrawford Investment Counsel Inc independent RIARIA to RIAOct 9, 2022Oct 24, 2022
Thomas Michael DowdFisher Investments independent RIACrawford Investment Counsel Inc independent RIARIA to RIAMar 11, 2020Oct 23, 2020 (226 d)
Timothy Michael GordonInvesco Advisers, Inc. asset managerCrawford Investment Counsel Inc independent RIAOtherMay 31, 2019Apr 20, 2021 (690 d)
Marcus Vann GriffinGlenmore Advisors, LLC otherCrawford Investment Counsel Inc otherOtherSep 27, 2013Dec 5, 2013 (69 d)
Randy Wright PirkleCornerstone Investment Partners, LLC otherCrawford Investment Counsel Inc otherOtherMar 28, 2013Dec 19, 2014 (631 d)
Christopher Shawn WilsonMorgan Keegan & Company, LLC otherCrawford Investment Counsel Inc otherOtherNov 20, 2012Dec 3, 2012
Joseph Parker MitchellCharles Schwab & Co., Inc. national BDCrawford Investment Counsel Inc otherOtherAug 29, 2011Oct 28, 2011 (60 d)
John Timothy SnavelyTruist Securities, Inc. unclassifiedCrawford Investment Counsel Inc otherOtherAug 6, 2008Jan 16, 2013 (1624 d)
Alan Willard KirchnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCrawford Investment Counsel Inc otherOtherMar 2, 2007Jul 13, 2015 (3055 d)
Jonathan Ross MorganMunicipal Portfolio Managers, Inc. otherCrawford Investment Counsel Inc otherOtherNov 14, 2005Mar 20, 2007 (491 d)
John Hannon CrawfordCpadvisors, LLC unclassifiedCrawford Investment Counsel Inc otherOtherJan 18, 2005Apr 9, 2003
David Bentley CrawfordCpadvisors, LLC unclassifiedCrawford Investment Counsel Inc otherOtherJan 18, 2005Apr 9, 2003
John Hannon CrawfordCpadvisors, LLC unclassifiedCrawford Investment Counsel Inc otherOtherJan 18, 2005Apr 9, 2003
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14 moves match.