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 Grove 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.

AdvisorFromToTypeLeftRegistered
Jennelle Brooke VestalMorgan Stanley wirehouseCrescent Grove Advisors independent RIAWirehouse to independent RIAJul 6, 2023Dec 21, 2023 (168 d)
Jeffrey Todd RobbinsBeacon Pointe Advisors, LLC independent RIACrescent Grove Advisors independent RIARIA to RIAAug 30, 2022Sep 13, 2022
Sanders E DarganRappaport Reiches Capital Management, independent RIACrescent Grove Advisors independent RIARIA to RIANov 9, 2018Jun 25, 2025 (2420 d)
Robert Terry PetersonGoldman Sachs Wealth Services, L.P. BD affiliatedCrescent Grove Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2018Jun 12, 2018 (39 d)
Blake Robert KarlsRobert W. Baird & Co. Incorporated otherCrescent Grove Advisors independent RIAOtherAug 18, 2017Jan 30, 2024 (2356 d)
Elizabeth Anne WatkinsStifel, Nicolaus & Company, Incorporated national BDCrescent Grove Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2017Jan 16, 2020 (1029 d)
David Scott KeevinsBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
James Matthew WoodBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Gregg William GeorgeBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Mitchell Abraham ProskBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Donald Anthony WrightBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 12, 2015
Nicholas Henry KochanskiBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 4, 2015
Christopher Michael JauchBmo Asset Management Corp. otherCrescent Grove Advisors independent RIAOtherMay 7, 2015Jan 1, 2025 (3527 d)
Gary Patrick GawryleskiBmo Asset Management Corp. otherCrescent Grove Advisors no RAUMOtherMay 7, 2015May 6, 2015
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14 moves match.