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
Clifford William Shirah
Feed of 09/14/2026
Also filed as Clifford William Shirah
At current firm
3 y
since Feb 2, 2023
In the industry
29 y
since Sep 26, 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
S66, 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
- Cl Wealth Management LLC independent RIA currentsince Feb 2, 2023 · Schaumburg, Il
- Sb Advisory, LLC independent RIAFeb 4, 2021 to Feb 1, 2023 · Blue Ridge, Ga
- Sb Advisory, LLC independent RIAJan 19, 2018 to Dec 31, 2020 · Blue Ridge, Ga
- Concourse Financial Group Advisors formerSep 18, 2007 to Jan 4, 2018 · Blue Ridge, Ga
- Fsc Securities Corporation formerFeb 11, 2004 to Sep 17, 2007 · Blue Ridge, Ga
Moves
a registration end followed by a registration begin elsewhere
- Sb Advisory, LLC to Cl Wealth Management LLCleft Feb 1, 2023, registered Feb 2, 2023 (1 days) · RIA to RIA
- Concourse Financial Group Advisors to Sb Advisory, LLCleft Jan 4, 2018, registered Jan 19, 2018 (15 days) · Other
- Fsc Securities Corporation to Concourse Financial Group Advisorsleft Sep 17, 2007, registered Sep 18, 2007 (1 days) · Other
Signals
- Clifford William Shirah left Sb Advisory, Llc for Cl Wealth Management Llc (registered 2023-02-02)Feb 1, 2023 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address