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
Arrivals at Clariti Wealth Advisors
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 |
|---|---|---|---|---|---|
| Gerald Raul Snyder | Fidelity Personal And Workplace Advisors BD affiliated | Clariti Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2020 | Jan 5, 2021 (113 d) |
| John Carmen Melasecca | Strategic Advisers LLC national BD | Clariti Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2018 | May 18, 2020 (811 d) |
| Michael William Shone | Wharton Equity Corporation unclassified | Clariti Wealth Advisors independent RIA | Other | Jul 16, 2007 | Jan 6, 2022 (5288 d) |
Page 1 of 1
3 moves match.