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 Crowdstreet Advisors, 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 |
|---|---|---|---|---|---|
| Ashley Nicole Bradford | Tc2000 Advisors, LLC unclassified | Crowdstreet Advisors, LLC mixed wealth | Other | Jul 5, 2022 | Jul 5, 2022 |
| Graham Edward Macneill | Transamerica Financial Advisors, LLC BD affiliated | Crowdstreet Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2022 | Jul 5, 2022 |
| Matthew Shreve Collier | Blackrock Investment Management, LLC other | Crowdstreet Advisors, LLC mixed wealth | Other | May 12, 2022 | Jun 17, 2022 (36 d) |
| Stephanie Anne Roth | Edelman Financial Engines mixed wealth | Crowdstreet Advisors, LLC mixed wealth | RIA to RIA | Aug 12, 2021 | Oct 21, 2021 (70 d) |
| Jason Philip Powell | Edward Jones national BD | Crowdstreet Advisors, LLC asset manager | Other | Mar 7, 2019 | Mar 8, 2019 |
| Corey Catherine Beal | Vista Capital Partners, Inc. other | Crowdstreet Advisors, LLC no RAUM | Other | Sep 1, 2017 | Nov 19, 2018 (444 d) |
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6 moves match.