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 Cravens & Company Wealth Management
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 |
|---|---|---|---|---|---|
| Benjamin Arda Doty | MML Investors Services, LLC BD affiliated | Cravens & Company Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | May 20, 2026 (33 d) |
| Christopher G Peterson | Peterson Wealth Advisory, LLC unclassified | Cravens & Company Wealth Management other | Other | Feb 13, 2026 | May 14, 2016 |
| Wayne Harris Cravens | Fsc Securities Corporation BD affiliated | Cravens & Company Wealth Management other | Other | Nov 3, 2023 | Jun 21, 2004 |
| William Woodrow Welch | UBS Financial Services Inc. wirehouse | Cravens & Company Wealth Management other | Other | Apr 14, 2009 | Mar 31, 2009 |
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4 moves match.