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 Clarity Capital 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.

AdvisorFromToTypeLeftRegistered
Todd Allen RustmanClarity Capital Partners independent RIAWhjr Associates otherOtherSep 30, 2025Jun 6, 2011
Ron M. AmirClarity Capital Partners independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Jul 11, 2025
Peter James AndersonClarity Capital Partners independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Jul 14, 2025
Connor Jason SchamblinClarity Capital Partners independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Jul 2, 2025
Blake Andrew Kent BauerClarity Capital Partners independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Jul 15, 2025
Terry L ThomasonClarity Capital Partners independent RIAElite Wealth Management, Inc. independent RIARIA to RIAJul 17, 2025Jul 10, 2025
Misty Dawn StoddartClarity Capital Partners independent RIACreativeone Wealth, LLC independent RIARIA to RIAJun 23, 2025Jun 16, 2025
Brittany Danielle Slater-GautreauClarity Capital Partners independent RIAAlpha Cubed Investments, LLC otherOtherMay 21, 2025Jul 8, 2016
William Dean KatzelisClarity Capital Partners independent RIADivergent Capital Asset Management LLC state registeredRIA to a state-registered adviserJan 9, 2025Dec 20, 2024
Kyle William ChapmanClarity Capital Partners independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJul 14, 2022Mar 20, 2023 (249 d)
Hussein ElgoharyClarity Capital Partners independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2020Feb 10, 2020
Chris Alan WaltersClarity Capital Partners independent RIASavant Wealth Management independent RIARIA to RIADec 6, 2019Nov 6, 2019
Rajer I. ChoobakClarity Capital Partners otherWhjr Associates otherOtherDec 31, 2014Jun 6, 2011
Page 1 of 1
13 moves match.