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
Dean Fitzgerald Clemetsen
Feed of 09/15/2026
Also filed as Dean Fitzgerald Clemetsen
At current firm
3 y
since Feb 6, 2023
In the industry
29 y
since Oct 11, 1996 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Feb 6, 2023 · Roseville, Ca
- Fidelity Personal And Workplace Advisors formerApr 1, 2022 to Nov 3, 2022 · Greenwood Village, Co
- Davidson Investment Advisors, Inc. independent RIAOct 2, 2014 to Nov 20, 2015 · Arvada, Co
- D.A. Davidson & Co. independent RIAAug 2, 2011 to Nov 20, 2015 · Arvada, Co
- Thornburg Investment Management Inc asset managerOct 7, 2004 to Feb 4, 2011 · Arvada, Co
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Wells Fargo Advisorsleft Nov 3, 2022, registered Feb 6, 2023 (95 days) · Affiliated broker-dealer or bank to wirehouse
- Davidson Investment Advisors, Inc. to Fidelity Personal And Workplace Advisorsleft Nov 20, 2015, registered Apr 1, 2022 (2324 days) · Other
- D.A. Davidson & Co. to Davidson Investment Advisors, Inc.left Nov 20, 2015, registered Oct 2, 2014 (-414 days) · Other
- Thornburg Investment Management Inc to D.A. Davidson & Co.left Feb 4, 2011, registered Aug 2, 2011 (179 days) · Other
Signals
- Dean Fitzgerald Clemetsen left Fidelity Personal And Workplace Advisors for Wells Fargo Advisors (registered 2023-02-06)Nov 3, 2022 · Advisor changed firm · fact
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
- Wirehousederived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address