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 Crossmark Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Alexis Krilov | UBS Financial Services Inc. wirehouse | Crossmark Wealth Management, LLC mixed wealth | Wirehouse to independent RIA | Jan 9, 2025 | Jul 16, 2026 (553 d) |
| Danielle La Nise Frazier | Crossmark Global Investments, Inc. mixed wealth | Crossmark Wealth Management, LLC no RAUM | Other | Jul 30, 2018 | Jul 31, 2017 |
Page 1 of 1
2 moves match.