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 Crossgate Wealth 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 |
|---|---|---|---|---|---|
| Brandon Tyler Zahal | Rockwood Wealth Management, LLC independent RIA | Crossgate Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 4, 2024 | Jan 9, 2025 (97 d) |
| Jonathan Francis Cahill | Girard Advisory Services, LLC independent RIA | Crossgate Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 2, 2023 | Feb 10, 2023 |
| Maxwell Valentine Dalavai | Thrivent Investment Management Inc. BD affiliated | Crossgate Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2021 | Aug 4, 2021 |
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3 moves match.