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 Cross Financial 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 |
|---|---|---|---|---|---|
| Cameron Lynn Jensen | Strategic Advisers LLC national BD | Cross Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 8, 2026 | Feb 24, 2026 (47 d) |
| Hayden Scott Peterson | Cambridge Investment Research Advisors, Inc. BD affiliated | Cross Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 25, 2022 | Jan 26, 2022 |
| Robert Joseph Severdia | LPL Financial LLC independent RIA | Cross Financial Advisors no RAUM | RIA to a newly registered adviser | Dec 21, 2017 | Jun 29, 2017 |
| Gregory Scott Lester | LPL Financial LLC independent RIA | Cross Financial Advisors no RAUM | RIA to a newly registered adviser | Dec 21, 2017 | Jun 29, 2017 |
| Kyle Ryan Parsons | Hornor, Townsend & Kent, LLC other | Cross Financial Advisors no RAUM | Other | Jul 9, 2015 | Jun 29, 2017 (721 d) |
| Robert Randall Morrison | Hornor, Townsend & Kent, LLC other | Cross Financial Advisors no RAUM | Other | May 7, 2015 | Jun 29, 2017 (784 d) |
| Thomas Byrnes Ouimette | Morgan Stanley wirehouse | Cross Financial Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 10, 2014 | Jun 29, 2017 (962 d) |
| Matthew Joseph Conti | Strategic Advisers LLC national BD | Cross Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 8, 2014 | Jun 29, 2017 (1178 d) |
| Daniel W Retzlaff | Morgan Stanley wirehouse | Cross Financial Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 3, 2014 | Jun 29, 2017 (1273 d) |
| Brian Matthew Clark | Banc Of America Investment Services, Inc. unclassified | Cross Financial Advisors no RAUM | Other | Mar 26, 2009 | Jun 29, 2017 (3017 d) |
| Jerald Davin Lyda | Country Trust Bank unclassified | Cross Financial Advisors no RAUM | Other | Jun 15, 2007 | Jun 29, 2017 (3667 d) |
| Corey Scott Levine | Morgan Stanley Dw Inc. unclassified | Cross Financial Advisors no RAUM | Other | Feb 5, 2007 | Jul 18, 2017 (3816 d) |
Page 1 of 1
12 moves match.