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 Crown Wealth Group 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
Sean Michael CasulloSanderson Wealth Management, LLC independent RIACrown Wealth Group LLC independent RIARIA to RIAJul 15, 2022Jul 11, 2022
Zachary Scott O'BrienThrivent Investment Management Inc. BD affiliatedCrown Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2020Feb 27, 2020
Douglas Charles CoppolaClient First Advisors, LLC otherCrown Wealth Group LLC independent RIAOtherOct 1, 2019Oct 1, 2019
Steven Quinton LindgrenQuestar Asset Management, Inc. BD affiliatedCrown Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2019Mar 8, 2019
Nicholas Martin KolbenschlagQuestar Asset Management, Inc. BD affiliatedCrown Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2019Jan 29, 2019
Tyler Joseph KolbenschlagQuestar Asset Management, Inc. BD affiliatedCrown Wealth Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2019Jan 29, 2019
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6 moves match.