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.

Advisor moves

Departures from Clearstead; Clearstead Advisory Solutions

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Andrew Joshua AveryClearstead; Clearstead Advisory Solutions independent RIAAlphastar Capital Management independent RIARIA to RIAAug 12, 2026Aug 7, 2026
Bradley Earl TurnerClearstead; Clearstead Advisory Solutions independent RIAMai Capital Management, LLC independent RIARIA to RIAMar 29, 2021Apr 14, 2022 (381 d)
Barton Wall WeisenfluhClearstead; Clearstead Advisory Solutions otherKelleher Financial Advisors, LLC otherOtherOct 17, 2017Oct 13, 2017
William Michael CoursonClearstead; Clearstead Advisory Solutions otherMason Investment Advisory Services Inc mixed wealthOtherMar 25, 2017Jul 20, 2018 (482 d)
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4 moves match.