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 Clearpath Wealth Management, L.C.
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 |
|---|---|---|---|---|---|
| Meghan Deann Hein | Aspyre Wealth Partners independent RIA | Clearpath Wealth Management, L.C. state registered | RIA to a state-registered adviser | Oct 16, 2025 | Oct 30, 2025 |
| Cory Lynn Lagerstrom | Creativeone Wealth, LLC independent RIA | Clearpath Wealth Management, L.C. state registered | RIA to a state-registered adviser | May 16, 2023 | Aug 6, 2024 (448 d) |
| Keith Duane Hanson | Legacy Advisory Group, LLC independent RIA | Clearpath Wealth Management, L.C. state registered | RIA to a state-registered adviser | Jul 5, 2018 | Jun 27, 2018 |
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3 moves match.