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 Clarendon Private 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 |
|---|---|---|---|---|---|
| Thomas Vincent Dunlap | Clarendon Private LLC mixed wealth | Harmony Wealth Partners no RAUM | RIA to a newly registered adviser | Aug 13, 2024 | Sep 24, 2024 (42 d) |
| Matthew Stephen Morse | Clarendon Private LLC mixed wealth | Harmony Wealth Partners no RAUM | RIA to a newly registered adviser | Apr 9, 2024 | Jun 18, 2024 (70 d) |
| Christopher John Brady | Clarendon Private LLC mixed wealth | Rwa Wealth Partners independent RIA | RIA to RIA | Aug 9, 2023 | Oct 5, 2023 (57 d) |
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3 moves match.