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 Clearwater 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joshua Marc Beachler | Clearwater Capital Partners independent RIA | Goldstone Financial Group, LLC independent RIA | RIA to RIA | Jun 27, 2025 | Oct 2, 2025 (97 d) |
| Kathleen Marie Oconnor | Clearwater Capital Partners independent RIA | Rmr Wealth Builders, Inc. independent RIA | RIA to RIA | Jun 10, 2025 | Jun 11, 2025 |
| Pauline Joy Staab | Clearwater Capital Partners other | 1st Global Advisors Inc other | Other | Nov 30, 2016 | Nov 30, 2017 (365 d) |
| Steven Dewayne Garrels | Clearwater Capital Partners other | 1st Global Advisors Inc other | Other | Nov 30, 2016 | Dec 1, 2017 (366 d) |
| William Andrew Karsten | Clearwater Capital Partners other | Planpilot no RAUM | Other | Jan 6, 2014 | Jan 4, 2016 (728 d) |
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5 moves match.