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 The Clarius Group, 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.

AdvisorFromToTypeLeftRegistered
Keith Randolph VernonThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Matthew Parker TalbotThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 19, 2026
Betsy Joann ColeThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
George Robert LaneThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Stephanie Mavis D'IppolitoThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
Sue Young SewellThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026May 29, 2026 (100 d)
William Steven ShackThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
Jarred Steven ChamberlainThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 26, 2026
Tiffany Rose AndersenThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Feb 24, 2026
Jeffrey Taylor PierceThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Cameron Campbell LamarcheThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 9, 2026
Yulya StewartThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 19, 2026
Molly Miller WaltersThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Mar 18, 2026
Sugarsuren ByambasurenThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 18, 2026Apr 1, 2026 (42 d)
Maria Sabina SiwekThe Clarius Group, LLC independent RIAClearstead; Clearstead Advisory Solutions independent RIARIA to RIAFeb 11, 2026Mar 2, 2026
Michael David MartinThe Clarius Group, LLC independent RIABasecamp Wealth Advisors, LLC no RAUMRIA to a newly registered adviserMar 20, 2025Apr 9, 2025
Joseph Norman LevesqueThe Clarius Group, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMay 13, 2024Jun 3, 2024
Nina Jeanne RoseThe Clarius Group, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankSep 7, 2023Oct 3, 2023
Anthony Joseph SibleyThe Clarius Group, LLC independent RIACreative Planning independent RIARIA to RIAMar 13, 2023Apr 3, 2023
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19 moves match.