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 Crux Wealth 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 |
|---|---|---|---|---|---|
| Ma Asuncion Mendoza Tapang | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Julie Janette Young-Sedillo | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Kenneth William Newberry | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 23, 2024 |
| David Colley | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 3, 2024 |
| David Tamashiro | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Terri Anne Hughes | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Deana J Dyjor | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Travis Price Alexander | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2024 | Jan 1, 2026 (517 d) |
| Julia Eve Perez | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 3, 2024 |
| Christopher W. Bryant | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Claire Johnson Alexander | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 6, 2024 |
| Guido Cosenza | Raymond James Financial Services Advisors, Inc BD affiliated | Crux Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 2, 2024 | Aug 3, 2024 |
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12 moves match.