RIA Intelligence
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D•••• C••• H••••
- Professional profile
- linkedin.com/in/clay-hogan-cfa-9ba2b913reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H•••• I••••••••• C••••••• L•• independent RIA currentsince Mar 2, 2012 · Cordova, Tn
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Mar 5, 2012 · Memphis, Tn
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedMar 9, 2004 to Jan 2, 2009 · Memphis, Tn
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to H•••• I••••••••• C••••••• L••left Mar 5, 2012, registered Mar 2, 2012 (-3 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address