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•••••• D••••• M••••••

W•••••• P•••••• C••••••independent RIALakeway, Tx IA-onlyIAPD 6162847

Certified Financial Planner

Feed of 09/15/2026

Also filed as Clint Mccalla

At current firm

0 y

since May 4, 2026

In the industry

13 y

since Apr 29, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••••• P•••••• C•••••• independent RIA current
since May 4, 2026 · Lakeway, Tx
M•••• W••••• independent RIA
Oct 3, 2023 to May 19, 2026 · Lakeway, Tx
H•••••••• A•••••••• L•• BD affiliated
Aug 18, 2021 to Sep 19, 2023 · San Diego, Ca
F••••• I••••••••• independent RIA
Jul 19, 2019 to Jul 15, 2021 · Plano, Tx
W••••• P••••••• C•••••• O• T•••• unclassified
Dec 15, 2016 to May 19, 2019 · Plano, Tx
M•••• W••••• independent RIA
Jul 9, 2014 to Sep 23, 2016 · Coral Gables, Fl
D••• S••• F••••••••• I••• former
Apr 30, 2013 to Jan 6, 2014 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

M•••• W••••• to W•••••• P•••••• C••••••
left May 19, 2026, registered May 4, 2026 (-15 days) · RIA to RIA
H•••••••• A•••••••• L•• to M•••• W•••••
left Sep 19, 2023, registered Oct 3, 2023 (14 days) · Affiliated broker-dealer or bank to independent RIA
F••••• I••••••••• to H•••••••• A•••••••• L••
left Jul 15, 2021, registered Aug 18, 2021 (34 days) · RIA to affiliated broker-dealer or bank
W••••• P••••••• C•••••• O• T•••• to F••••• I•••••••••
left May 19, 2019, registered Jul 19, 2019 (61 days) · Other
M•••• W••••• to W••••• P••••••• C•••••• O• T••••
left Sep 23, 2016, registered Dec 15, 2016 (83 days) · Other
D••• S••• F••••••••• I••• to M•••• W•••••
left Jan 6, 2014, registered Jul 9, 2014 (184 days) · Other

Signals

C•••••• D••••• M•••••• left M•••• W••••• for W•••••• P•••••• C•••••• (registered 2026-05-04)
May 19, 2026 · Advisor changed firm · fact
C•••••• D••••• M•••••• left H•••••••• A•••••••• L•• for M•••• W••••• (registered 2023-10-03)
Sep 19, 2023 · 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address