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RIA / WealthAdvisor11 years in industry

GRANT DAVID CLARY

Advisor at MARINER

Tulsa, OK

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Search this name across graphsid dfx:ria:1d1b09cd-1614-1523-2b7f-8dba29d00f0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 18, 2017 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: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 18, 2017
First registration: May 18, 2017
Dual registered: no
Other names: GRANT CLARY
IAPD individual key: 6409727

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
Mariner	Bd affiliated wealth	Jul 28, 2026	n/a	yes	Tulsa, OK\|Tulsa, OK	Current employment
Corient	Independent wealth	Jul 1, 2026	Jul 28, 2026	no	Tulsa, OK	Previous registration
CAPITAL ADVISORS, INC.	Former SEC adviser	Jan 3, 2020	Jul 7, 2026	no	TULSA, OK	Previous registration
WILLIAM BLAIR & COMPANY L.L.C.	Bd affiliated wealth	May 18, 2017	Jul 19, 2018	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	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
Corient	Mariner	Jul 28, 2026	Jul 28, 2026	0	Firm change	RIA to ibd
CAPITAL ADVISORS, INC.	Corient	Jul 7, 2026	Jul 1, 2026	-6	Bulk transfer	RIA to RIA
WILLIAM BLAIR & COMPANY L.L.C.	CAPITAL ADVISORS, INC.	Jul 19, 2018	Jan 3, 2020	533	Firm change after gap	Ibd to RIA

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ CORIENTRegistered adviserregistration: previous registration
Jul 1, 2026 to Jul 28, 2026factForm ADV
→ CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 3, 2020 to Jul 7, 2026factForm ADV
→ WILLIAM BLAIR & COMPANY L.L.C.Registered adviserregistration: previous registration
May 18, 2017 to Jul 19, 2018factForm ADV

Dated events

Occurred
Jul 28, 2026
Advisor changed firm
Grant David Clary left Corient for Mariner (registered 2026-07-28)
Form ADVobserved 6 days ago