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 Paul Milner
Feed of 09/14/2026
Also filed as Clark Milner
At current firm
3 y
since Jan 3, 2023
In the industry
31 y
since Sep 1, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Best Life Infinity, LLC independent RIA currentsince Jan 3, 2023 · Colorado Springs, Co
- Investment Advisor Group independent RIAFeb 18, 2021 to Dec 31, 2022 · Colorado Springs, Co
- The Investment Advisor Alliance LLC formerApr 27, 2018 to Feb 26, 2021 · Colorado Springs, Co
Moves
a registration end followed by a registration begin elsewhere
- Investment Advisor Group to Best Life Infinity, LLCleft Dec 31, 2022, registered Jan 3, 2023 (3 days) · RIA to a newly registered adviser · moved with a team
- The Investment Advisor Alliance LLC to Investment Advisor Groupleft Feb 26, 2021, registered Feb 18, 2021 (-8 days) · RIA to a newly registered adviser · moved with a team
Signals
- Clark Paul Milner left Investment Advisor Group for Best Life Infinity, Llc (registered 2023-01-03)Dec 31, 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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address