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 Advisors
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 |
|---|---|---|---|---|---|
| John Andrew Bellamy | Clarity Wealth Advisors other | Ginsburg Financial Advisors other | Other | Nov 23, 2015 | Jun 29, 2016 (219 d) |
| Heather Quintero | Clarity Wealth Advisors other | Wells Fargo Advisors wirehouse | Other | Oct 16, 2014 | Oct 20, 2014 |
| Deron Dong | Clarity Wealth Advisors other | Rivetti Investment Services, LLC state registered | Other | Aug 13, 2014 | Aug 5, 2014 |
Page 1 of 1
3 moves match.