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 Cresta Advisors
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 |
|---|---|---|---|---|---|
| Bradley Gilbert | Impact Investors independent RIA | Cresta Advisors independent RIA | RIA to RIA | Jan 6, 2021 | May 30, 2023 (874 d) |
| Carlos Manuel Chapa | Primerica Advisors national BD | Cresta Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 26, 2020 | Mar 7, 2020 |
| Mark Lawrence Deutsch | Fortitude Advisory Group L.L.C. other | Cresta Advisors other | Other | Feb 28, 2014 | Nov 14, 2013 |
| Manuel Eugenio Garza | Fortitude Advisory Group L.L.C. other | Cresta Advisors other | Other | Jan 7, 2014 | Nov 13, 2013 |
Page 1 of 1
4 moves match.