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

VANGUARD ADVISERS, INC.

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

Jul 18, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S66|S65

First exam

Jul 18, 2000

First registration

Dec 13, 2005

Dual registered

yes, broker-dealer

Other names

CLIF BOONE|CLIFTON LAVELL BOONE|CLIFTON BOONE|CLIFTON L BOONE

IAPD individual key

2723784

• Occurred

  Jan 2, 2026
  Advisor changed firm

  Clifton Lavell Boone left Advice And Planning Services for Vanguard Advisers, Inc. (registered 2026-03-02)

  Form ADVobserved 6 days ago
• Occurred

  Sep 9, 2023
  Advisor changed firm

  Clifton Lavell Boone left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Advice And Planning Services (registered 2023-12-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae90f7f9-96d4-80ed-144b-90f46077418c

First observed

Dec 13, 2005

Last observed

Sep 14, 2026 7 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.