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 Claro Advisors 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
Jordan Meurrier PedronClaro Advisors Inc. independent RIAPower Wealth Management independent RIARIA to RIAJun 23, 2026Jun 8, 2026
Heather Marie CantyClaro Advisors Inc. independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAOct 17, 2025Jan 27, 2026 (102 d)
Jeffrey K CoreyClaro Advisors Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 1, 2025Mar 31, 2025
Lincoln Ryder HurneyClaro Advisors Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIAJul 1, 2025Apr 3, 2025
Samuel Joseph DiarbakerlyClaro Advisors Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIADec 2, 2024Oct 8, 2024
Brandon Thomas FrancoClaro Advisors Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIADec 2, 2024Oct 8, 2024
Rex Austin BergerClaro Advisors Inc. independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIADec 2, 2024Oct 8, 2024
Stilson Noriyoshi TomitaClaro Advisors Inc. independent RIABay Colony Advisors independent RIARIA to RIASep 19, 2023Sep 26, 2023
Robert Ernest DockendorffClaro Advisors Inc. independent RIASingle Point Partners independent RIARIA to RIADec 31, 2020Oct 13, 2020
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9 moves match.