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 Clearpath Capital Partners LLC

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
Simon Andrew TryznaClearpath Capital Partners LLC independent RIAPalo Alto Wealth Advisors, LLC independent RIARIA to RIAMay 20, 2022Feb 23, 2022
Stanley Ken Himeno-OkamotoClearpath Capital Partners LLC independent RIADrs Financial Partners LLC state registeredRIA to a state-registered adviserDec 21, 2020Dec 22, 2020
Brendan Diarmuid ConnaughtonClearpath Capital Partners LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2018Jan 8, 2018
John Brenton DoddClearpath Capital Partners LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2018Jan 8, 2018
Mitchell Lawrence SandsClearpath Capital Partners LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2018Jan 8, 2018
Bryan David WilsonClearpath Capital Partners LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2018Jan 8, 2018
Matthew James FaubionClearpath Capital Partners LLC otherDestination Wealth Management otherOtherNov 28, 2016Dec 14, 2016
Zachary William SmithClearpath Capital Partners LLC otherBrighton Jones LLC otherOtherFeb 15, 2016Jan 28, 2016
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8 moves match.