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
Lisa Marie Ansley Clapper
Feed of 09/14/2026
Also filed as Lisa Marie Ansley
At current firm
1 y
since Mar 27, 2025
In the industry
13 y
since Sep 16, 2013 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Mar 27, 2025 · Morristown, Nj
- Strategic Advisory Services independent RIAOct 11, 2022 to May 20, 2025 · Memphis, Tn
- Raymond James & Associates, Inc. national BDApr 26, 2016 to Oct 25, 2022 · Memphis, Tn
- Morgan Stanley wirehouseSep 16, 2013 to May 10, 2016 · Memphis, Tn
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisory Services to Private Advisor Group, LLCleft May 20, 2025, registered Mar 27, 2025 (-54 days) · RIA to affiliated broker-dealer or bank
- Raymond James & Associates, Inc. to Strategic Advisory Servicesleft Oct 25, 2022, registered Oct 11, 2022 (-14 days) · Affiliated broker-dealer or bank to independent RIA
- Morgan Stanley to Raymond James & Associates, Inc.left May 10, 2016, registered Apr 26, 2016 (-14 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Lisa Marie Ansley Clapper left Strategic Advisory Services for Private Advisor Group, Llc (registered 2025-03-27)May 20, 2025 · Advisor changed firm · fact
- Lisa Marie Ansley Clapper left Raymond James & Associates, Inc. for Strategic Advisory Services (registered 2022-10-11)Oct 25, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address