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 Cri Securities, LLC

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
Phillip Shaun McduffeeSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Aug 9, 2007
Anthony MartinsSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Jan 15, 2014
Edward George DeutschlanderSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Aug 7, 2009
Craig Gerald WaltersSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Dec 23, 2013
Jeff Randolph LandtSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Dec 23, 2013
Joshua Clinton EvensonSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Nov 7, 2003
David Alan SaltzmanSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Feb 18, 2016
Ross KronholmSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Mar 18, 2014
Jeffrey Thomas TurtonSecurian Financial Services, Inc. independent RIACri Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2023Dec 13, 2018
Patrick Mogen OlsonSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Jan 16, 2014
Justin Dean BerrySecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023May 17, 2010
Michael David PaulusSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Aug 28, 2013
James Erik JaderborgSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Sep 13, 2013
Jenna Catherine SiversonSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Jan 7, 2014
Lloyd Lucas StrodeSecurian Financial Services, Inc. independent RIACri Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2023Dec 5, 2019
Michael James JostSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Apr 4, 2012
Rosario Matthew CamerattaSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Sep 12, 2013
Garrett Malcolm CulwellSecurian Financial Services, Inc. independent RIACri Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2023Aug 9, 2018
Katherine M TerlindenSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Feb 9, 2016
Eric Thomas HoebbelSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Jan 23, 2018
Michael Gabriel FoleySecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Oct 18, 2016
Kayla Ann NikulaSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherAug 10, 2023Jan 9, 2018
Stephen Alan FinnSecurian Financial Services, Inc. independent RIACri Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2023Feb 7, 2020
Glenn Robert RyanSecurian Financial Services, Inc. independent RIACri Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2023Nov 27, 2019
Maxwell Jay DowdySecurian Financial Services, Inc. independent RIACri Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2023Oct 14, 2020
Clarisa Murrieta HernandezSecurian Financial Services, Inc. independent RIACri Securities, LLC otherOtherApr 19, 2023Jan 7, 2013
Carter M KlaasSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 10, 2021Sep 24, 2020
Steven Todd VacinekThrivent Asset Management, LLC asset managerCri Securities, LLC BD affiliatedOtherMay 24, 2021Jun 3, 2021
Trevor Kennon MaloneAmeriprise Financial Services, LLC national BDCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2021Mar 26, 2021
Michael FraserSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2021Jan 22, 2019
Douglas Martin DeeEdward Jones national BDCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 15, 2020Jan 8, 2021
Vitali KanSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 4, 2020Nov 4, 2019
Marcela Plasencia RenteriaSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2020Jul 27, 2018
Robert Lee EvansTransamerica Retirement Advisors, LLC BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 4, 2019Sep 6, 2019
Jessica Kay Sand PetersonQuestar Asset Management, Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 15, 2019Oct 5, 2020 (448 d)
Kristin Louise StromQuestar Asset Management, Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 15, 2019Feb 26, 2020 (226 d)
Erica CordovaForesters Advisory Services, LLC BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 22, 2019Jan 28, 2019
Jalen Adeeb DagherSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC otherOtherDec 7, 2018Dec 8, 2016
Toney GizzarelliForesters Advisory Services, LLC BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2018Aug 13, 2018
Anthony John GizzarelliForesters Advisory Services, LLC BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2018Aug 10, 2018
Alberto LizSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC otherOtherJun 8, 2018May 5, 2015
Brian Kenneth GrabinskiSecurian Financial Services, Inc. BD affiliatedCri Securities, LLC otherOtherJun 1, 2018Sep 11, 2017
Thomas Richard KuykendallThrivent Investment Management Inc. BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 9, 2018Jul 17, 2018 (99 d)
Peter Jonathan TartaroAmeriprise Financial Services, LLC national BDCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 6, 2018May 17, 2018 (41 d)
Sara Marie BodnarWealth Enhancement Advisory Services, LLC BD affiliatedCri Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 29, 2018Jan 4, 2019 (281 d)
Andrew Patrick BakerForesters Advisory Services, LLC otherCri Securities, LLC otherOtherMar 5, 2018Mar 12, 2018
Amy Louise GilbertSecurian Financial Services, Inc. otherCri Securities, LLC otherOtherFeb 16, 2018Sep 27, 2017
Christopher Adam KoppelmanRBC Capital Markets, LLC national BDCri Securities, LLC otherOtherJan 3, 2018Feb 1, 2018
Paula Kay BerendsH. Beck, Inc. otherCri Securities, LLC otherOtherOct 13, 2017Apr 21, 2016
Matthew Stephen BellinCuna Brokerage Services, Inc. otherCri Securities, LLC otherOtherAug 2, 2017Sep 1, 2017
Shannon Jean McgintyAmeriprise Financial Services, LLC national BDCri Securities, LLC otherOtherJun 2, 2017Feb 8, 2018 (251 d)
Jay Robert BrownSecurian Financial Services, Inc. otherCri Securities, LLC otherOtherMar 21, 2017Jan 15, 2014
Aimee Lynn SpeierSii Investments, Inc. otherCri Securities, LLC otherOtherFeb 13, 2017Mar 8, 2017
Carolyn Merriam JenkinsSecurian Financial Services, Inc. otherCri Securities, LLC otherOtherDec 31, 2016Jan 15, 2014
Caleb John MontagSecurian Financial Services, Inc. otherCri Securities, LLC otherOtherJun 15, 2016Jul 10, 2014
Jacob Michael McalpineSecurian Financial Services, Inc. otherCri Securities, LLC otherOtherJun 9, 2016Feb 4, 2016
Brendan Richard PheasantMwa Financial Services, Inc. otherCri Securities, LLC otherOtherMay 16, 2016Jun 2, 2016
Derek Alan DelsingNorthwestern Mutual Investment Services,LLC otherCri Securities, LLC otherOtherJul 7, 2015Jul 16, 2015
Adam David GooleyEquitable Advisors, LLC national BDCri Securities, LLC otherOtherApr 30, 2015Apr 3, 2017 (704 d)
Maxwell Andrew StoweMsi Financial Services, Inc. otherCri Securities, LLC otherOtherApr 16, 2015Nov 18, 2015 (216 d)
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108 moves match.