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.

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Registered advisor

C•••• G••• K••••••

P•••• C•••••• F••••••••mixed wealthAlburquerque, Nm IA-onlyIAPD 6520081

Certified Financial Planner

Feed of 09/15/2026

Also filed as Clark Gage Kemsley

At current firm

2 y

since Feb 5, 2024

In the industry

13 y

since Mar 1, 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

P•••• C•••••• F•••••••• mixed wealth current
since Feb 5, 2024 · Alburquerque, Nm
P••••••• W••••• G••••• L•• independent RIA
Apr 25, 2023 to Nov 27, 2023 · Cedar Park, Tx
T••••••••• C••••••• L•• asset manager
Apr 17, 2020 to Jun 23, 2023 · Cedar Park, Tx
H••••• I••••••••• M••••••••• L•• independent RIA
Jul 28, 2015 to May 26, 2020 · Rio Rancho, Nm

Moves

a registration end followed by a registration begin elsewhere

P••••••• W••••• G••••• L•• to P•••• C•••••• F••••••••
left Nov 27, 2023, registered Feb 5, 2024 (70 days) · RIA to RIA
T••••••••• C••••••• L•• to P••••••• W••••• G••••• L••
left Jun 23, 2023, registered Apr 25, 2023 (-59 days) · corporate re-registration, not a move
H••••• I••••••••• M••••••••• L•• to T••••••••• C••••••• L••
left May 26, 2020, registered Apr 17, 2020 (-39 days) · RIA to RIA · moved with a team

Signals

Clark Gage Kemsley left Portside Wealth Group, Llc for Prime Capital Financial (registered 2024-02-05)
Nov 27, 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: Wealth manager with institutional or fund businessderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address