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 Wealth Development, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ellen Suzanne Johnson | Clarity Wealth Development, LLC independent RIA | Thistle Wealth state registered | RIA to a state-registered adviser | Mar 19, 2025 | Jan 26, 2026 (313 d) |
| Garrett Dresen | Clarity Wealth Development, LLC independent RIA | Harbor Horizon Financial, LLC state registered | RIA to a state-registered adviser | Sep 27, 2024 | Oct 25, 2024 |
| Todd Duane Porterfield | Clarity Wealth Development, LLC independent RIA | Fairchild Capital LLC independent RIA | RIA to RIA | Oct 4, 2018 | Jul 21, 2020 (656 d) |
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3 moves match.