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.
Registered advisor
William Clayton Conerly
Feed of 09/14/2026
Also filed as Clay Conerly
At current firm
1 y
since Feb 20, 2025
In the industry
34 y
since Sep 3, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Feb 20, 2025 · Brandon, Ms
- Concourse Financial Group Advisors formerDec 2, 2010 to Feb 20, 2025 · Ridgeland, Ms
- Harbor Financial Services, LLC formerAug 11, 2008 to Dec 23, 2010 · Ridgeland, Ms
- Cetera Advisors LLC formerJan 1, 2004 to Aug 5, 2008 · Greenwood Village, Co
- Ifg Advisory Services Inc unclassifiedApr 8, 1999 to Jan 1, 2004 · Mendenhall, Ms
Moves
a registration end followed by a registration begin elsewhere
- Concourse Financial Group Advisors to Cetera Investment Advisers LLCleft Feb 20, 2025, registered Feb 20, 2025 (0 days) · corporate re-registration, not a move
- Harbor Financial Services, LLC to Concourse Financial Group Advisorsleft Dec 23, 2010, registered Dec 2, 2010 (-21 days) · Other
- Cetera Advisors LLC to Harbor Financial Services, LLCleft Aug 5, 2008, registered Aug 11, 2008 (6 days) · Other
- Ifg Advisory Services Inc to Cetera Advisors LLCleft Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address