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 Clayton Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexa Koziol | Clayton Financial Group, LLC independent RIA | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | Aug 8, 2025 | Dec 16, 2025 (130 d) |
| Kelly Ann Richert | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 20, 2025 |
| Christopher Robert Michalak | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 20, 2025 |
| Julie Elizabeth Bahr | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 20, 2025 |
| Sarah Jane Pinkley | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 20, 2025 |
| Jennie Kloster Helm | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 26, 2025 |
| Laura Elizabeth Paulsell | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 20, 2025 |
| Patrick Michael Britt | Clayton Financial Group, LLC independent RIA | Krilogy independent RIA | RIA to RIA | Jul 1, 2025 | Jun 10, 2025 |
| Allison Taylor Wimer | Clayton Financial Group, LLC independent RIA | Krilogy independent RIA | RIA to RIA | Jul 1, 2025 | May 11, 2026 (314 d) |
| Amy Borkowski Baker | Clayton Financial Group, LLC independent RIA | Meramec Financial Planners, LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2025 | Mar 20, 2025 |
| Timothy Ford Hanser | Clayton Financial Group, LLC independent RIA | Visionary Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 9, 2022 | Jan 10, 2023 (32 d) |
| Lauren Elizabeth Ferraro | Clayton Financial Group, LLC independent RIA | Wheelhouse Advisory Group, LLC independent RIA | RIA to RIA | Jun 6, 2022 | Jul 11, 2022 (35 d) |
| Margaret Jean Klokkenga | Clayton Financial Group, LLC independent RIA | Make A Money Mindshift, LLC unclassified | Other | May 27, 2021 | May 10, 2021 |
| Carter Randolph Schmid | Clayton Financial Group, LLC independent RIA | Focus Advisor Solutions, LLC independent RIA | RIA to RIA | Nov 19, 2019 | Sep 24, 2021 (675 d) |
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14 moves match.