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
Todd Clark Kalish
Feed of 09/14/2026
At current firm
4 y
since Jul 1, 2022
In the industry
29 y
since Jun 4, 1997 (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
- Park Edge Advisors, LLC independent RIA currentsince Jul 1, 2022 · Cleveland, Oh
- Mcdonald Partners LLC independent RIAOct 18, 2017 to Jul 5, 2022 · Cleveland, Oh
- Morgan Stanley wirehouseJun 1, 2009 to Oct 18, 2017 · Cleveland, Oh
- Morgan Stanley & Co. LLC unclassifiedJun 3, 2008 to Jun 1, 2009 · Cleveland, Oh
- Citigroup Global Markets Inc. BD affiliatedFeb 21, 2006 to Jun 23, 2008 · New York, Ny
- Legg Mason Wood Walker, Incorporated unclassifiedSep 28, 2000 to Feb 21, 2006 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Mcdonald Partners LLC to Park Edge Advisors, LLCleft Jul 5, 2022, registered Jul 1, 2022 (-4 days) · RIA to a newly registered adviser
- Morgan Stanley to Mcdonald Partners LLCleft Oct 18, 2017, registered Oct 18, 2017 (0 days) · Other · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Citigroup Global Markets Inc. to Morgan Stanley & Co. LLCleft Jun 23, 2008, registered Jun 3, 2008 (-20 days) · Other
- Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
Signals
- Todd Clark Kalish left Mcdonald Partners Llc for Park Edge Advisors, Llc (registered 2022-07-01)Jul 5, 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address