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 Crew 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 |
|---|---|---|---|---|---|
| Eric Michael Maldonado | LPL Financial LLC other | Crew Wealth Management state registered | Other | Oct 10, 2017 | Mar 22, 2013 |
| Ryan Dennis Olson | Central Coast Financial Planning, Inc. unclassified | Crew Wealth Management state registered | Other | Dec 31, 2009 | Oct 14, 2010 (287 d) |
| Devin B Pope | LPL Financial LLC other | Crew Wealth Management state registered | Other | Nov 8, 2004 | Jan 6, 2005 (59 d) |
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3 moves match.