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.
D••••• C•••••••• K•••••
- Title
- Managing Pa rtnerreportedcloverleafteam.comfirm site, Sep 16, 2026
- Business email
- daniel.kelley@cloverleafteam.comreportedcloverleafteam.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••••• L••• F•••••••• L•• independent RIA currentsince Jun 17, 2025 · Fairport, Ny
- C••••• L••• F•••••••• L•• independent RIAMay 29, 2025 to Dec 31, 2025 · Dade City, Fl
- L•• F•••••••• L•• BD affiliatedJun 1, 2020 to May 29, 2025 · Dublin, Oh
- C••••• L••• F••••••••• L•• formerFeb 19, 2020 to Dec 22, 2022 · Fairport, Ny
- S••••• F•••••••• G•••• I•• formerNov 15, 2018 to May 29, 2020 · Fairport, Ny
- S••••• F•••••••• G•••• I•• formerNov 2, 2018 to Nov 15, 2018 · Fairport, Ny
- C•••••• G•••• • C• I•• formerApr 6, 2017 to Oct 31, 2018 · Fairport, Ny
- L•• F•••••••• L•• BD affiliatedJan 31, 2013 to Apr 20, 2017 · Geneva, Ny
- J••• M••••• S••••••••• L•• wirehouseOct 1, 2012 to Oct 11, 2012 · Noblesville, In
- C•••• I••••••••• S••••••• C•••• formerOct 12, 2011 to Oct 1, 2012 · Fishers, In
- L•• F•••••••• L•• to C••••• L••• F•••••••• L••left May 29, 2025, registered May 29, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
- C••••• L••• F••••••••• L•• to L•• F•••••••• L••left Dec 22, 2022, registered Jun 1, 2020 (-934 days) · RIA to affiliated broker-dealer or bank
- S••••• F•••••••• G•••• I•• to C••••• L••• F••••••••• L••left May 29, 2020, registered Feb 19, 2020 (-100 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••• G•••• • C• I•• to S••••• F•••••••• G•••• I••left Oct 31, 2018, registered Nov 2, 2018 (2 days) · RIA to affiliated broker-dealer or bank
- L•• F•••••••• L•• to C•••••• G•••• • C• I••left Apr 20, 2017, registered Apr 6, 2017 (-14 days) · Other
- J••• M••••• S••••••••• L•• to L•• F•••••••• L••left Oct 11, 2012, registered Jan 31, 2013 (112 days) · Other
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- D••••• C•••••••• K••••• left L•• F•••••••• L•• for C••••• L••• F•••••••• L•• (registered 2025-05-29)May 29, 2025 · Advisor changed firm · fact
- D••••• C•••••••• K••••• left C••••• L••• F••••••••• L•• for L•• F•••••••• L•• (registered 2020-06-01)Dec 22, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address