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.

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Registered advisor

V••••• C•••••• C••••••

R••••••••• C•••••• M•••••••••BD affiliatedAtlanta, Gadual registrantIAPD 4617779

Feed of 09/14/2026

Also filed as Clint C••••••

At current firm

4 y

since Jan 10, 2022

In the industry

23 y

since Mar 4, 2003 (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

R••••••••• C•••••• M••••••••• BD affiliated current
since Jan 10, 2022 · Atlanta, Ga
M••••• S•••••• wirehouse
Oct 1, 2015 to Feb 1, 2022 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Feb 13, 2009 to Oct 8, 2015 · Atlanta, Ga
U•• F•••••••• S••••••• I••• wirehouse
Mar 6, 2003 to Mar 4, 2009 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to R••••••••• C•••••• M•••••••••
left Feb 1, 2022, registered Jan 10, 2022 (-22 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
W•••• F•••• A••••••• to M••••• S••••••
left Oct 8, 2015, registered Oct 1, 2015 (-7 days) · Wirehouse to wirehouse
U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
left Mar 4, 2009, registered Feb 13, 2009 (-19 days) · Wirehouse to wirehouse

Signals

V••••• C•••••• C•••••• left M••••• S•••••• for R••••••••• C•••••• M••••••••• (registered 2022-01-10)
Feb 1, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address