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

C•••••• B••••

W•••• I••••••••• A•••••••• L••otherAustin, Tx IA-onlyIAPD 5335696

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Clayton Frazier Boone

At current firm

3 y

since Mar 2, 2023

In the industry

19 y

since Jul 14, 2007 (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

W•••• I••••••••• A•••••••• L•• other current
since Mar 2, 2023 · San Antonio, Tx
B••••••• J•••• L•• independent RIA
Jan 6, 2021 to Jun 24, 2022 · Seattle, Wa
A••••• A•••• independent RIA
Apr 10, 2019 to Sep 29, 2020 · A•••••, Tx
D••••••••• F••• A••••••• L• asset manager
Sep 9, 2014 to Mar 27, 2019 · A•••••, Tx
C•••• I••••••••• S••••••• C•••• former
Nov 21, 2007 to Sep 11, 2008 · Coppell, Tx
E••••• J•••• national BD
Jul 17, 2007 to Nov 15, 2007 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

B••••••• J•••• L•• to W•••• I••••••••• A•••••••• L••
left Jun 24, 2022, registered Mar 2, 2023 (251 days) · Other
A••••• A•••• to B••••••• J•••• L••
left Sep 29, 2020, registered Jan 6, 2021 (99 days) · RIA to RIA
D••••••••• F••• A••••••• L• to A••••• A••••
left Mar 27, 2019, registered Apr 10, 2019 (14 days) · Other
C•••• I••••••••• S••••••• C•••• to D••••••••• F••• A••••••• L•
left Sep 11, 2008, registered Sep 9, 2014 (2189 days) · Other
E••••• J•••• to C•••• I••••••••• S••••••• C••••
left Nov 15, 2007, registered Nov 21, 2007 (6 days) · Other

Signals

C•••••• B•••• left B••••••• J•••• L•• for W•••• I••••••••• A•••••••• L•• (registered 2023-03-02)
Jun 24, 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: Other adviserderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address