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
Aaron Michael Clark
Feed of 09/14/2026
At current firm
5 y
since Feb 18, 2021
In the industry
15 y
since Jan 11, 2011 (earliest exam, job or registration)
Prior registered firms
2
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
- West Michigan Advisors independent RIA currentsince Feb 18, 2021 · Holland, Mi
- Raymond James & Associates, Inc. national BDFeb 26, 2013 to Apr 5, 2021 · Holland, Mi
- Raymond James & Associates, Inc. national BDJan 13, 2011 to Aug 17, 2011 · Holland, Mi
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to West Michigan Advisorsleft Apr 5, 2021, registered Feb 18, 2021 (-46 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Aaron Michael Clark, registered through West Michigan Advisors (Holland, MI), is a direct owner of Tamarisk Capital Management, an adviser first registered 2025-12-02; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filingDec 2, 2025 · Owner of a newly registered adviser · 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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address