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 Total Clarity Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Janis Sue Sleeter | Total Clarity Wealth Management, Inc independent RIA | Ruggaard & Associates independent RIA | RIA to RIA | Dec 31, 2022 | Jan 3, 2023 |
| Wayne Joseph Pover | Total Clarity Wealth Management, Inc independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Dec 31, 2022 | Oct 19, 2018 |
| Tom Howard Sleeter | Total Clarity Wealth Management, Inc independent RIA | Ruggaard & Associates independent RIA | RIA to RIA | Dec 31, 2022 | Jan 3, 2023 |
| David Adam Sleeter | Total Clarity Wealth Management, Inc independent RIA | Ruggaard & Associates independent RIA | RIA to RIA | Dec 31, 2022 | Jan 3, 2023 |
| David Jenner Hubbard | Total Clarity Wealth Management, Inc independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Dec 31, 2019 | Oct 19, 2018 |
| Brian Terence Ahern | Total Clarity Wealth Management, Inc independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Oct 3, 2018 | Oct 1, 2018 |
| Ted L Coons | Total Clarity Wealth Management, Inc other | LPL Financial LLC independent RIA | Other | Dec 31, 2009 | Sep 27, 2018 (3192 d) |
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7 moves match.