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

David Teninty Clawson

Wells Fargo AdvisorswirehouseBeaverton, Or dual registrantIAPD 4560533

Feed of 09/15/2026

Also filed as David T. Clawson

At current firm

4 y

since Jul 29, 2022

In the industry

23 y

since Nov 19, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Jul 29, 2022 · Lake Oswego, Or
Aldrich Wealth LP independent RIA
Oct 20, 2021 to Feb 3, 2022 · Lake Oswego, Or
Td Ameritrade Investment Management, LLC former
Feb 18, 2011 to Dec 31, 2020 · E. Palo Alto, Ca
Td Ameritrade, Inc. former
Feb 18, 2011 to Jan 11, 2021 · Menlo Park, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Feb 23, 2011 · San Francisco, Ca
Wells Fargo Investments, LLC unclassified
Dec 4, 2009 to Jan 3, 2011 · San Francisco, Ca
Equitable Advisors, LLC national BD
Nov 20, 2002 to Apr 2, 2008 · Fresno, Ca

Moves

a registration end followed by a registration begin elsewhere

Aldrich Wealth LP to Wells Fargo Advisors
left Feb 3, 2022, registered Jul 29, 2022 (176 days) · RIA to wirehouse
Td Ameritrade, Inc. to Aldrich Wealth LP
left Jan 11, 2021, registered Oct 20, 2021 (282 days) · Other
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Dec 31, 2020, registered Feb 18, 2011 (-3604 days) · corporate re-registration, not a move
Wells Fargo Advisors to Td Ameritrade Investment Management, LLC
left Feb 23, 2011, registered Feb 18, 2011 (-5 days) · Other
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Equitable Advisors, LLC to Wells Fargo Investments, LLC
left Apr 2, 2008, registered Dec 4, 2009 (611 days) · Other

Signals

David Teninty Clawson left Aldrich Wealth Lp for Wells Fargo Advisors (registered 2022-07-29)
Feb 3, 2022 · 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: Wirehousederived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address