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

Robert Clark

Destiny Wealth Partners, LLCindependent RIATavares, Fl IA-onlyIAPD 4191125

Certified Financial Planner

Feed of 09/14/2026

Also filed as Robert Liddell Clark

At current firm

9 y

since Aug 9, 2017

In the industry

26 y

since Jun 15, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partnerreporteddestinyfamilyoffice.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/rob-clark-cfpreportedadviserinfo.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.

Registration history

IAPD current and previous registrations

Destiny Family Office independent RIA current
since Oct 28, 2025 · Tavares, Fl
Destiny Wealth Partners, LLC independent RIA current
since Aug 9, 2017 · Tavares, Fl
Cwm, LLC BD affiliated
Jul 2, 2018 to Jul 1, 2020 · Winter Park, Fl
Ruggie Wealth Management former
Aug 9, 2017 to Jan 7, 2021 · Tavares, Fl
Independent Financial Partners BD affiliated
Oct 16, 2009 to May 1, 2017 · Orlando, Fl
LPL Financial LLC BD affiliated
Jun 17, 2004 to Apr 28, 2011 · Orlando, Fl
Ws Griffith Securities, Inc. unclassified
Jun 15, 2000 to Jun 9, 2004 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

Ruggie Wealth Management to Destiny Wealth Partners, LLC
left Jan 7, 2021, registered Aug 9, 2017 (-1247 days) · Other · moved with a team
Cwm, LLC to Destiny Family Office
left Jul 1, 2020, registered Oct 28, 2025 (1945 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Independent Financial Partners to Ruggie Wealth Management
left May 1, 2017, registered Aug 9, 2017 (100 days) · Other
LPL Financial LLC to Independent Financial Partners
left Apr 28, 2011, registered Oct 16, 2009 (-559 days) · Other
Ws Griffith Securities, Inc. to LPL Financial LLC
left Jun 9, 2004, registered Jun 17, 2004 (8 days) · Other

Signals

No dated event on this person.

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