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 Clarus Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Damon Marshall Zahlmann | Clarus Wealth Advisors, LLC independent RIA | Msh Capital Advisors LLC independent RIA | RIA to RIA | Sep 27, 2023 | Oct 6, 2023 |
| Jeremy Robert Bain Mcclymonds | Clarus Wealth Advisors, LLC independent RIA | Form Prosperity Wealth Advisors, LLC independent RIA | RIA to RIA | May 26, 2020 | Jun 2, 2020 |
| Edward Raymond Foraker | Clarus Wealth Advisors, LLC independent RIA | Sowell Management independent RIA | RIA to RIA | Dec 31, 2019 | Jan 1, 2026 (2193 d) |
| Harold William Walpole | Clarus Wealth Advisors, LLC other | Fountain Financial Group, Inc. state registered | Other | Jan 16, 2018 | Dec 6, 2017 |
| Pablo J Oliva | Clarus Wealth Advisors, LLC other | Equitable Advisors, LLC national BD | Other | May 25, 2017 | Jun 1, 2017 |
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5 moves match.