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 Clearview 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.

AdvisorFromToTypeLeftRegistered
Michael Bert CourseyClearview Wealth Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 21, 2026Jan 15, 2026
Corbin M. CourseyClearview Wealth Advisors, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJul 21, 2026Jan 9, 2026
Desiree J DavenhillClearview Wealth Advisors, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseSep 7, 2022Sep 20, 2022
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3 moves match.