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 Crews & Associates, Inc.
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 |
|---|---|---|---|---|---|
| Margaret Ellisabeth Mcentire | LPL Enterprise, LLC BD affiliated | Crews & Associates, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2026 | Sep 4, 2026 |
| Ralph Townsend Taylor | Davenport & Company LLC BD affiliated | Crews & Associates, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2025 | Apr 25, 2025 |
| Russell Jude Stoever | Stoever Glass Wealth Management, Inc. independent RIA | Crews & Associates, Inc. independent RIA | RIA to RIA | Jan 24, 2025 | Jan 24, 2025 |
| Jason Childress Jennings | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Crews & Associates, Inc. independent RIA | Wirehouse to independent RIA | Mar 26, 2020 | Mar 30, 2020 |
| James Stephen Jones | First Security Fund Advisers, Inc. asset manager | Crews & Associates, Inc. independent RIA | Other | Dec 20, 2018 | Sep 30, 2019 (284 d) |
| Donald Ray Winton | First Security Fund Advisers, Inc. asset manager | Crews & Associates, Inc. independent RIA | Other | Dec 20, 2018 | Jan 13, 2025 (2216 d) |
| Damon Christian Meyer | Metropolitan Capital Management, Inc. other | Crews & Associates, Inc. independent RIA | Other | Sep 2, 2015 | Aug 31, 2017 (729 d) |
| William Lee Harper | Raymond James & Associates, Inc. national BD | Crews & Associates, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2014 | Aug 6, 2014 |
| James Edgar Liles | Morgan Keegan & Company, LLC other | Crews & Associates, Inc. independent RIA | Other | Jun 4, 2012 | Feb 17, 2016 (1353 d) |
| Anthony Todd Brainerd | Edward Jones national BD | Crews & Associates, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2012 | Feb 9, 2012 |
| Carter Patrick Rook | Wells Fargo Advisors wirehouse | Crews & Associates, Inc. independent RIA | Wirehouse to independent RIA | Jan 8, 2009 | Aug 1, 2018 (3492 d) |
| Whitman Tyler Fowlkes | Greenwood Gearhart, LLC other | Crews & Associates, Inc. independent RIA | Other | Aug 12, 2005 | Aug 24, 2006 (377 d) |
| James Winston Faulkner | Morgan Keegan & Company, LLC other | Crews & Associates, Inc. independent RIA | Other | Sep 9, 2003 | Aug 25, 2006 (1081 d) |
| Ronald Matthew Wylie | Investment Professionals, Inc. other | Crews & Associates, Inc. independent RIA | Other | Feb 19, 2003 | Jul 17, 2019 (5992 d) |
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14 moves match.