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
Henry Allen Wright
Feed of 09/14/2026
Also filed as Henry Allen Wright
At current firm
1 y
since Oct 7, 2024
In the industry
19 y
since Nov 20, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Obsidiant Partners LLC state registered currentsince Oct 7, 2024 · Carmel, In
- Cliftonlarsonallen Wealth Advisors, LLC BD affiliatedFeb 25, 2016 to Apr 30, 2024 · Indianapolis, In
- Pnc Wealth Management BD affiliatedNov 27, 2012 to Feb 24, 2016 · Carmel, In
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 21, 2006 to May 18, 2012 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Cliftonlarsonallen Wealth Advisors, LLC to Obsidiant Partners LLCleft Apr 30, 2024, registered Oct 7, 2024 (160 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Pnc Wealth Management to Cliftonlarsonallen Wealth Advisors, LLCleft Feb 24, 2016, registered Feb 25, 2016 (1 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Managementleft May 18, 2012, registered Nov 27, 2012 (193 days) · Other
Signals
- Henry Allen Wright left Cliftonlarsonallen Wealth Advisors, Llc for Obsidiant Partners Llc (registered 2024-10-07)Apr 30, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address