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 Crewe 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
Travis Mccann PeugnetOlympus Wealth Management, LLC mixed wealthCrewe Advisors independent RIARIA to RIAApr 7, 2025Apr 16, 2025
Corey T PedersonOlympus Wealth Management, LLC mixed wealthCrewe Advisors independent RIARIA to RIAJan 8, 2025Feb 6, 2025
Ryan Jacob AndersonRock House Financial independent RIACrewe Advisors independent RIARIA to RIAApr 17, 2024Oct 15, 2024 (181 d)
James Franklin DavenportOsaic Wealth, Inc. BD affiliatedCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2024Feb 7, 2024
Tanner James McquistonOsaic Wealth, Inc. BD affiliatedCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2024Feb 7, 2024
Darren Jay SiegristRockefeller Capital Management BD affiliatedCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2022May 1, 2023 (343 d)
Marshall Christian NelsonCommonwealth Financial Network national BDCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2022Jan 6, 2022
Rachel Marie SeatonCharles Schwab & Co., Inc. national BDCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2021Feb 10, 2021
Jason Richard MillerBmo Harris Financial Advisors, Inc BD affiliatedCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2019Sep 8, 2021 (660 d)
Nicholas Owen SmithTruist Advisory Services, Inc. BD affiliatedCrewe Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2019Apr 30, 2024 (1750 d)
Craig Brimhall NelsonLPL Financial LLC independent RIACrewe Advisors independent RIARIA to RIAFeb 14, 2019Mar 13, 2019
Luther Eston WoodardThe Crystal Mountain Group, Inc. unclassifiedCrewe Advisors independent RIAOtherNov 19, 2018Aug 1, 2025 (2447 d)
Megan Nielsen SlatterRegent Street Advisors LLC asset managerCrewe Advisors independent RIAOtherMay 16, 2018Jun 20, 2018 (35 d)
Brent Alan CochranCambridge Investment Research Advisors, Inc. otherCrewe Advisors otherOtherOct 26, 2016Oct 18, 2016
Diana Schiers GeorgeWells Fargo Advisors wirehouseCrewe Advisors otherOtherOct 9, 2015Feb 23, 2016 (137 d)
Dustin Chad ThackerayOak Lane Advisors otherCrewe Advisors no RAUMOtherFeb 13, 2015Mar 4, 2015
Ryan Paul HallidayOak Lane Advisors otherCrewe Advisors no RAUMOtherJan 26, 2015Jan 26, 2015
Jarrod Nicholaus PerryJ.P. Morgan Securities LLC wirehouseCrewe Advisors independent RIAWirehouse to independent RIAMay 15, 2012May 19, 2022 (3656 d)
Ryan SchlappiJ.P. Morgan Securities LLC wirehouseCrewe Advisors independent RIAWirehouse to independent RIAMay 15, 2012May 2, 2022 (3639 d)
Daniel David SuditZions Capital Advisors, Inc. otherCrewe Advisors no RAUMOtherMay 30, 2008Mar 24, 2015 (2489 d)
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20 moves match.