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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T••••• C••••••• W••••

A••••••• I••••••••• A•••••••• L••independent RIADallas, Tx IA-onlyIAPD 4151152

Certified Financial Planner

Feed of 09/15/2026

Also filed as Thomas Clarkson Worth

At current firm

0 y

since Jan 8, 2026

In the industry

26 y

since May 12, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• I••••••••• A•••••••• L•• independent RIA current
since Jan 8, 2026 · Charlotte, Nc
O•• P••••••• former
Feb 19, 2025 to Jan 5, 2026 · Charlotte, Nc
D••••••• C•••••• independent RIA
Oct 16, 2014 to Feb 18, 2025 · Charlotte, Nc
N•• A•••••• S•••••••• L•• former
Apr 13, 2005 to Feb 1, 2008 · Burlington, Nc
W•••• F•••• A••••••• wirehouse
Dec 31, 2001 to May 9, 2003 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

O•• P••••••• to A••••••• I••••••••• A•••••••• L••
left Jan 5, 2026, registered Jan 8, 2026 (3 days) · RIA to RIA
D••••••• C•••••• to O•• P•••••••
left Feb 18, 2025, registered Feb 19, 2025 (1 days) · RIA to RIA · moved with a team
N•• A•••••• S•••••••• L•• to D••••••• C••••••
left Feb 1, 2008, registered Oct 16, 2014 (2449 days) · Other
W•••• F•••• A••••••• to N•• A•••••• S•••••••• L••
left May 9, 2003, registered Apr 13, 2005 (705 days) · Other

Signals

Thomas Clarkson Worth left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
Jan 5, 2026 · Advisor changed firm · fact
Thomas Clarkson Worth left Defender Capital for Org Partners (registered 2025-02-19)
Feb 18, 2025 · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address