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 Crescent Advisor Group, 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 |
|---|---|---|---|---|---|
| Johnny Borrelli | Realta Investment Advisors, Inc BD affiliated | Crescent Advisor Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 14, 2026 |
| Mark Vincent Petersen | International Assets Investment Management, LLC BD affiliated | Crescent Advisor Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Aug 29, 2025 (607 d) |
| Anthony Jerry Kulhanek | Realta Investment Advisors, Inc BD affiliated | Crescent Advisor Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 21, 2023 | Jan 25, 2024 (35 d) |
| Charles Louis Lanza | Titan Securities unclassified | Crescent Advisor Group, Inc. independent RIA | Other | Jun 26, 2023 | Jul 13, 2023 |
| Brook Scardina | St. John & Associates, Inc. independent RIA | Crescent Advisor Group, Inc. independent RIA | RIA to RIA | Mar 23, 2022 | Feb 27, 2024 (706 d) |
| Kenneth Wayne Hast | Titan Securities unclassified | Crescent Advisor Group, Inc. independent RIA | Other | Jan 24, 2022 | Jan 21, 2022 |
| Tyler C Castle | Lowell Wealth Management other | Crescent Advisor Group, Inc. independent RIA | Other | Sep 10, 2019 | Jul 17, 2019 |
| Terry Lee Hill | Isc Advisors, Inc. other | Crescent Advisor Group, Inc. independent RIA | Other | Jan 2, 2018 | Jan 4, 2018 |
| Travis Nick Duren | Sovereign Equity Management, Inc. unclassified | Crescent Advisor Group, Inc. independent RIA | Other | Dec 7, 2009 | Nov 5, 2003 |
| Victor Joseph Dimaggio | Crown Financial Advisors, LLC unclassified | Crescent Advisor Group, Inc. independent RIA | Other | Nov 21, 2008 | Nov 17, 2008 |
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10 moves match.