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 Crusonia Wealth 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.

AdvisorFromToTypeLeftRegistered
Samuel Andrews IssermoyerValeo Financial Advisors, LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 16, 2026May 27, 2026
Ryan Phillip CsrnkoRidgegate Advisors, LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 13, 2026Apr 13, 2026
Connor M LawSikich Financial independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAMar 20, 2026Apr 8, 2026
Ned Michael MeloniLPL Financial LLC BD affiliatedCrusonia Wealth Advisors LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2025Aug 29, 2025
John Joseph McglothlinSouthwest Retirement Advisors, LLC unclassifiedCrusonia Wealth Advisors LLC independent RIAOtherAug 1, 2025Aug 4, 2025
Gary Andrew WagnerSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 17, 2025Sep 2, 2026 (442 d)
Rachel Marie McguireSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 17, 2025Jun 13, 2025
Amy Lynn WarrenderSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 17, 2025Jun 17, 2025
Collin James SchmidtSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 16, 2025Jun 9, 2025
Meghan Donna IdeSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 16, 2025Jun 9, 2025
Conor Avery JonassonSafeguard Wealth Management independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 25, 2025Apr 28, 2025
Jason Michael AldersonSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 7, 2025Apr 4, 2025
Madeline Claire KleinmanSouthstate Private Capital Management LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAApr 7, 2025Apr 6, 2025
David Eric BaysingerWealthsource? independent RIACrusonia Wealth Advisors LLC no RAUMRIA to a newly registered adviserJun 7, 2024Mar 13, 2024
Kelly Michael ElsensohnWealthsource? independent RIACrusonia Wealth Advisors LLC no RAUMRIA to a newly registered adviserJun 6, 2024Mar 13, 2024
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15 moves match.