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 Clayton Wealth Partners
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kathleen Ann Heit | Clayton Wealth Partners other | Sanctuary Advisors, LLC independent RIA | Other | Nov 20, 2017 | Sep 23, 2021 (1403 d) |
| Amy Renae White | Clayton Wealth Partners other | Cambridge Investment Research, Inc. unclassified | Other | Aug 8, 2003 | Apr 14, 2004 (250 d) |
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2 moves match.