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 Crossmark Global Investments, 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
Christopher Lewis ChandlerAmundi Asset Management US, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherApr 25, 2025Jan 27, 2026 (277 d)
Steven Craig BlokdykWestwood Management Corp otherCrossmark Global Investments, Inc. mixed wealthOtherJul 2, 2024Feb 19, 2025 (232 d)
Jared Robert CullivanColumbia Management Investment Advisers, LLC asset managerCrossmark Global Investments, Inc. mixed wealthOtherOct 5, 2023Oct 25, 2023
Seth Benjamin GasickVoya Investment Management Co. LLC otherCrossmark Global Investments, Inc. mixed wealthOtherMar 6, 2023Aug 21, 2023 (168 d)
Aaron T BordersDimensional Fund Advisors LP asset managerCrossmark Global Investments, Inc. mixed wealthOtherFeb 3, 2023May 15, 2023 (101 d)
Elaine Kay ErdemValic Financial Advisors, Inc. BD affiliatedCrossmark Global Investments, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAOct 14, 2022Oct 21, 2025 (1103 d)
Grant Dillingham HeemerInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherOct 2, 2020Jan 7, 2021 (97 d)
Graham ForssmanInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherOct 2, 2020Jan 7, 2021 (97 d)
Heather Treigle LindseyInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherMar 6, 2020Sep 21, 2021 (564 d)
Courtney FolkertsInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherMar 6, 2020Mar 25, 2020
Mary Lynn MeadowsEdward Jones national BDCrossmark Global Investments, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIASep 14, 2019Jun 4, 2021 (629 d)
David John MathesonInvesco Advisers, Inc. asset managerCrossmark Global Investments, Inc. mixed wealthOtherMay 28, 2019Jul 11, 2025 (2236 d)
Ryan Kent SmithRBC Capital Markets, LLC national BDCrossmark Global Investments, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAOct 17, 2018Apr 22, 2024 (2014 d)
Michelle Cisneros RuchHightower Private Client independent RIACrossmark Global Investments, Inc. mixed wealthRIA to RIAJul 26, 2018Aug 21, 2023 (1852 d)
Kyu Suk HanInvesco Advisers, Inc. otherCrossmark Global Investments, Inc. otherOtherOct 3, 2017Dec 20, 2017 (78 d)
Courtney Noel CurtisInvesco Advisers, Inc. otherCrossmark Global Investments, Inc. otherOtherNov 28, 2014Dec 22, 2017 (1120 d)
Scott Howard WynantCapstone Financial Solutions, LLC otherCrossmark Global Investments, Inc. otherOtherDec 31, 2012Jan 3, 2013
Patrick Neil GarbodenCapstone Financial Solutions, LLC otherCrossmark Global Investments, Inc. otherOtherDec 31, 2012Jan 4, 2013
Bobby Lee LambCapstone Financial Solutions, LLC otherCrossmark Global Investments, Inc. otherOtherDec 31, 2012Jan 4, 2013
Claudia Fraga-ChavarrietaB Riley Wealth Management otherCrossmark Global Investments, Inc. otherOtherFeb 22, 2010Oct 14, 2010 (234 d)
Luke Anthony LloydChase Investment Services Corp. otherCrossmark Global Investments, Inc. otherOtherAug 31, 2009Sep 4, 2009
Page 1 of 1
21 moves match.