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.

Current firm

CLG 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

Apr 25, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63|S66

First exam

Apr 25, 1991

First registration

Jul 2, 2020

Dual registered

yes, broker-dealer

IAPD individual key

1715113

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Robert Michael Koerner left Cetera Investment Advisers Llc for Clg Llc (registered 2023-12-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:06ce570c-2681-32cf-e0f2-c65db0061e9d

First observed

Jul 2, 2020

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.