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RIA / WealthAdvisor35 years in industry

PERRY JAMES CLIFTON

Advisor at TACTIVE ADVISORS, LLC

Santa Clara, CA

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Search this name across graphsid dfx:ria:026bfd1c-e419-b1e4-d745-3c15e732d13b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 4, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TACTIVE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 3, 1994
First registration: Oct 4, 2005
Dual registered: no
IAPD individual key: 2439077

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TACTIVE ADVISORS, LLC	Independent wealth	May 25, 2022	n/a	yes	Santa Clara, CA	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 27, 2020	May 16, 2022	no	Santa Clara, CA\|OVERLAND PARK, KS	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Nov 13, 2008	Nov 5, 2020	no	SAN JOSE, CA\|SANTA CLARA, CA\|SANTA BARBARA, CA	Previous registration
SILICON VALLEY SECURITIES, INC.	n/a	Mar 1, 2007	Nov 20, 2008	no	SARATOGA, CA\|SARATOGA, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 2, 2007	Feb 26, 2007	no	WALNUT CREEK, CA	Previous registration
SILICON VALLEY SECURITIES, INC.	n/a	Oct 4, 2005	Dec 6, 2006	no	SARATOGA, CA\|SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVEONE WEALTH, LLC	TACTIVE ADVISORS, LLC	May 16, 2022	May 25, 2022	9	Firm change	RIA to RIA
PARTNERVEST ADVISORY SERVICES LLC	CREATIVEONE WEALTH, LLC	Nov 5, 2020	Oct 27, 2020	-9	Bulk transfer	RIA to RIA
SILICON VALLEY SECURITIES, INC.	PARTNERVEST ADVISORY SERVICES LLC	Nov 20, 2008	Nov 13, 2008	-7	Firm change	Other
MSI FINANCIAL SERVICES, INC.	SILICON VALLEY SECURITIES, INC.	Feb 26, 2007	Mar 1, 2007	3	Firm change	Other
SILICON VALLEY SECURITIES, INC.	MSI FINANCIAL SERVICES, INC.	Dec 6, 2006	Feb 2, 2007	58	Firm change	Other

Relationships

Registered with (5)

→ TACTIVE ADVISORS, LLCRegistered adviserregistration: current employment
May 25, 2022 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Oct 27, 2020 to May 16, 2022factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Nov 13, 2008 to Nov 5, 2020factForm ADV
→ SILICON VALLEY SECURITIES, INC.Registered adviserregistration: previous registration
Mar 1, 2007 to Nov 20, 2008factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 2, 2007 to Feb 26, 2007factForm ADV

Dated events

Occurred
May 16, 2022
Advisor changed firm
Perry James Clifton left Creativeone Wealth, Llc for Tactive Advisors, Llc (registered 2022-05-25)
Form ADVobserved 5 days ago