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
Sean Patrick Clary
Feed of 09/14/2026
At current firm
2 y
since Nov 20, 2023
In the industry
27 y
since Mar 1, 1999 (earliest exam, job or registration)
Prior registered firms
3
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
- Gladstone Wealth Partners BD affiliated currentsince Nov 20, 2023 · Palm Beach Gardens, Fl
- Bridgeway Wealth Partners, LLC formerSep 5, 2021 to Dec 31, 2023 · New York, Ny
- Td Ameritrade Investment Management, LLC formerJul 16, 2009 to Dec 31, 2020 · Melville, Ny
- Td Ameritrade, Inc. formerNov 18, 2005 to Jan 11, 2021 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Bridgeway Wealth Partners, LLC to Gladstone Wealth Partnersleft Dec 31, 2023, registered Nov 20, 2023 (-41 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Jan 11, 2021, registered Jul 16, 2009 (-4197 days) · channel change inside one enterprise, not a move · moved with a team
- Td Ameritrade Investment Management, LLC to Bridgeway Wealth Partners, LLCleft Dec 31, 2020, registered Sep 5, 2021 (248 days) · RIA to RIA · moved with a team
Signals
- Sean Patrick Clary left Bridgeway Wealth Partners, Llc for Gladstone Wealth Partners (registered 2023-11-20)Dec 31, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address