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
Clark Mcmahon
Certified Financial Planner
Feed of 09/14/2026
Also filed as Clark Andrew Mcmahon
At current firm
0 y
since Apr 2, 2026
In the industry
10 y
since Jan 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Kayne Anderson Rudnick Investment Management, LLC mixed wealth currentsince Apr 2, 2026 · Sudbury, Ma
- Kestra Advisory Services, LLC BD affiliatedOct 1, 2025 to Mar 18, 2026 · Austin, Tx
- Commonwealth Financial Network national BDFeb 7, 2024 to Oct 2, 2025 · Westwood, Ma
- Invesco Advisers, Inc. asset managerJan 20, 2017 to Dec 5, 2019 · Boston, Ma
- Eaton Vance Management asset managerOct 18, 2016 to Jan 11, 2017 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to Kayne Anderson Rudnick Investment Management, LLCleft Mar 18, 2026, registered Apr 2, 2026 (15 days) · Affiliated broker-dealer or bank to independent RIA
- Commonwealth Financial Network to Kestra Advisory Services, LLCleft Oct 2, 2025, registered Oct 1, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Invesco Advisers, Inc. to Commonwealth Financial Networkleft Dec 5, 2019, registered Feb 7, 2024 (1525 days) · Other
- Eaton Vance Management to Invesco Advisers, Inc.left Jan 11, 2017, registered Jan 20, 2017 (9 days) · Other
Signals
- Clark Mcmahon left Kestra Advisory Services, Llc for Kayne Anderson Rudnick Investment Management, Llc (registered 2026-04-02)Mar 18, 2026 · Advisor changed firm · fact
- Clark Mcmahon left Commonwealth Financial Network for Kestra Advisory Services, Llc (registered 2025-10-01)Oct 2, 2025 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address