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.
Clarke Cameron Holt
- Title
- Chief Compliance Officer, Wealth Adviserreportedelevate-wealth.comfirm site, Sep 15, 2026
- Professional profile
- elevate-wealth.com/team_member/clarke_holtreportedelevate-wealth.comfirm site, Sep 15, 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.
- Elevate Wealth Advisory, Inc. independent RIA currentsince Jun 2, 2009 · Athens, Ga
- Fsc Securities Corporation formerAug 8, 2003 to Jan 17, 2014 · Athens, Ga
- Citigroup Global Markets Inc. BD affiliatedMar 31, 2003 to Jul 25, 2003 · Atlanta, Ga
- Fsc Securities Corporation to Elevate Wealth Advisory, Inc.left Jan 17, 2014, registered Jun 2, 2009 (-1690 days) · Other
- Citigroup Global Markets Inc. to Fsc Securities Corporationleft Jul 25, 2003, registered Aug 8, 2003 (14 days) · Other
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