RIA Intelligence

Professional profile

claritywealthmgt.com/team/charles-boothreportedclaritywealthmgt.comfirm site, Sep 16, 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.

• C•••••• W••••• M••••••••• L••••• independent RIA current
  since Nov 8, 2016 · Gilbert, Az
• L•• F•••••••• L•• BD affiliated
  Jul 31, 2008 to Aug 24, 2021 · Mesa, Az
• C•••••• F•••••••• P•••••••• P••• unclassified
  Apr 11, 2007 to Dec 10, 2008 · Mesa, Az
• C••••• I••••••••• A••••••• L•• BD affiliated
  Jun 27, 2006 to Jul 31, 2008 · Mesa, Az

• L•• F•••••••• L•• to C•••••• W••••• M••••••••• L•••••
  left Aug 24, 2021, registered Nov 8, 2016 (-1750 days) · Affiliated broker-dealer or bank to independent RIA
• C•••••• F•••••••• P•••••••• P••• to L•• F•••••••• L••
  left Dec 10, 2008, registered Jul 31, 2008 (-132 days) · Other
• C••••• I••••••••• A••••••• L•• to C•••••• F•••••••• P•••••••• P•••
  left Jul 31, 2008, registered Apr 11, 2007 (-477 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

37derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address