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 Clearlogic Financial, Inc.

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
Belinda Louise RambergClearlogic Financial, Inc. independent RIAApella Wealth independent RIARIA to RIAMay 3, 2024Apr 22, 2024
Samuel Mark AthertonClearlogic Financial, Inc. independent RIAApella Wealth independent RIARIA to RIAMay 3, 2024Apr 18, 2024
Shawn SteelClearlogic Financial, Inc. independent RIAApella Wealth independent RIARIA to RIAMay 3, 2024Apr 22, 2024
Stephanie Screen MurphyClearlogic Financial, Inc. independent RIAApella Wealth independent RIARIA to RIAMay 3, 2024Apr 18, 2024
Julie Rebecca BrohardClearlogic Financial, Inc. independent RIAApella Wealth independent RIARIA to RIAMay 3, 2024Apr 22, 2024
Andrew David ChaffeeClearlogic Financial, Inc. independent RIAApella Wealth independent RIARIA to RIAMay 3, 2024Apr 22, 2024
Kevin Bruce LozerClearlogic Financial, Inc. independent RIAOakton Financial, LLC state registeredRIA to a state-registered adviserJul 19, 2018Jul 30, 2018
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7 moves match.