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
Perry James Clifton
Feed of 09/14/2026
At current firm
4 y
since May 25, 2022
In the industry
35 y
since Sep 1, 1991 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Tactive Advisors, LLC independent RIA currentsince May 25, 2022 · Santa Clara, Ca
- Creativeone Wealth, LLC independent RIAOct 27, 2020 to May 16, 2022 · Santa Clara, Ca
- Partnervest Advisory Services LLC formerNov 13, 2008 to Nov 5, 2020 · San Jose, Ca
- Silicon Valley Securities, Inc. unclassifiedMar 1, 2007 to Nov 20, 2008 · Saratoga, Ca
- Msi Financial Services, Inc. formerFeb 2, 2007 to Feb 26, 2007 · Walnut Creek, Ca
- Silicon Valley Securities, Inc. unclassifiedOct 4, 2005 to Dec 6, 2006 · Saratoga, Ca
Moves
a registration end followed by a registration begin elsewhere
- Creativeone Wealth, LLC to Tactive Advisors, LLCleft May 16, 2022, registered May 25, 2022 (9 days) · RIA to RIA
- Partnervest Advisory Services LLC to Creativeone Wealth, LLCleft Nov 5, 2020, registered Oct 27, 2020 (-9 days) · corporate re-registration, not a move
- Silicon Valley Securities, Inc. to Partnervest Advisory Services LLCleft Nov 20, 2008, registered Nov 13, 2008 (-7 days) · Other
- Msi Financial Services, Inc. to Silicon Valley Securities, Inc.left Feb 26, 2007, registered Mar 1, 2007 (3 days) · Other
- Silicon Valley Securities, Inc. to Msi Financial Services, Inc.left Dec 6, 2006, registered Feb 2, 2007 (58 days) · Other
Signals
- Perry James Clifton left Creativeone Wealth, Llc for Tactive Advisors, Llc (registered 2022-05-25)May 16, 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
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address